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Advisor at LPL FINANCIAL LLC
GRAND RAPIDS, 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 |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 2, 2024 | n/a | yes | GRAND RAPIDS, MI | Current employment |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Jan 3, 2011 | Aug 17, 2021 | no | BLOOMFIELD HILLS, MI|GRAND RAPIDS, MI|Columbus, OH|BLOOMFIELD HILLS, MI|Grand Rapids, MI|Holland, MI | Previous registration |
| VOYA FINANCIAL PARTNERS, LLC | Former SEC adviser | Sep 17, 2010 | Jan 3, 2011 | no | GRAND RAPIDS, MI|SOUTHFIELD, MI|GRAND RAPIDS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VOYA FINANCIAL ADVISORS, INC. | LPL FINANCIAL LLC | Aug 17, 2021 | Dec 2, 2024 | 1,203 | Firm change after gap | Ibd to ibd |
| VOYA FINANCIAL PARTNERS, LLC | VOYA FINANCIAL ADVISORS, INC. | Jan 3, 2011 | Jan 3, 2011 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 2882:6413:MI:2021-08-17 | Aug 17, 2021 | Dec 2, 2024 | HOLLAND, MI | Firm change after gap |