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Advisor at NEW ERA INVESTMENTS LLC
SOUTHFIELD, 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 |
|---|---|---|---|---|---|---|
| NEW ERA INVESTMENTS LLC | State registered | Mar 8, 2024 | n/a | yes | SOUTHFIELD, MI | Current employment |
| CAPITAL ANALYSTS | Bd affiliated wealth | Aug 26, 2020 | Sep 9, 2021 | no | Southfield, MI|Pontiac, MI | Previous registration |
| LINCOLN INVESTMENT | Independent wealth | Aug 26, 2020 | Sep 9, 2021 | no | Farmington Hills, MI|SOUTHFIELD, MI|Ponitac, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL ANALYSTS | NEW ERA INVESTMENTS LLC | Sep 9, 2021 | Mar 8, 2024 | 911 | Firm change after gap | Ibd to state RIA |
| LINCOLN INVESTMENT | CAPITAL ANALYSTS | Sep 9, 2021 | Aug 26, 2020 | -379 | Firm change after gap | Ibd to ibd |