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Advisor at WEST MICHIGAN ADVISORS
HOLLAND, 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 |
|---|---|---|---|---|---|---|
| WEST MICHIGAN ADVISORS | Independent wealth | May 19, 2025 | n/a | yes | HOLLAND, MI | Current employment |
| REGAL INVESTMENT ADVISORS LLC | Bd affiliated wealth | Mar 22, 2012 | Jan 4, 2024 | no | MIDLAND, MI|KENTWOOD, MI|MIDLAND, MI|Midland, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| REGAL INVESTMENT ADVISORS LLC | WEST MICHIGAN ADVISORS | Jan 4, 2024 | May 19, 2025 | 501 | Firm change after gap | Ibd to RIA |