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Advisor at OLD MISSION INVESTMENT COMPANY, LLC
TRAVERSE CITY, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| OLD MISSION INVESTMENT COMPANY, LLC | Independent wealth | Mar 31, 2025 | n/a | yes | TRAVERSE CITY, MI | Current employment |
| SANDBOX FINANCIAL PARTNERS, LLC | Independent wealth | Jun 4, 2024 | Mar 31, 2025 | no | BETHESDA, MD|Traverse City, MI | Previous registration |
| SCULATI WEALTH MANAGEMENT, LLC | Independent wealth | Nov 3, 2018 | May 31, 2024 | no | BLOOMFIELD HILLS, MI | Previous registration |
| PLANTE MORAN FINANCIAL ADVISORS | Independent wealth | Mar 4, 2017 | Sep 4, 2018 | no | SOUTHFIELD, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SANDBOX FINANCIAL PARTNERS, LLC | OLD MISSION INVESTMENT COMPANY, LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Firm change | RIA to RIA |
| SCULATI WEALTH MANAGEMENT, LLC | SANDBOX FINANCIAL PARTNERS, LLC | May 31, 2024 | Jun 4, 2024 | 4 | Firm change | RIA to RIA |
| PLANTE MORAN FINANCIAL ADVISORS | SCULATI WEALTH MANAGEMENT, LLC | Sep 4, 2018 | Nov 3, 2018 | 60 | Firm change | RIA to RIA |