DFX Intelligence
Reading the graph
Reading the graph
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Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••
Grand Rapids, MI | Grand Ledge, 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 |
|---|---|---|---|---|---|---|
| C•••••••• I••••••••• R••••••• A•••••••• I••• | Bd affiliated wealth | Dec 16, 2024 | n/a | yes | Grand Rapids, MI|Grand Ledge, MI | Current employment |
| A••••••• P••••••••• A•••••••• I•• | Former SEC adviser | Feb 16, 2010 | Oct 19, 2012 | no | n/a |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| R•••• I••••••••• A••••••• L•• | S•••••••• F••••••••• I••• | Dec 23, 2024 | Feb 2, 2010 | -5,438 | Firm change after gap | Other |
| A••••••• P••••••••• A•••••••• I•• | C•••••••• I••••••••• R••••••• A•••••••• I••• | Oct 19, 2012 | Dec 16, 2024 |
| S•••••••• F••••••••• I••• | Former SEC adviser | Feb 2, 2010 | Feb 17, 2010 | no | WILLIAMSBURG, MI|TELL CITY, IN|BIRMINGHAM, MI|EAST LANSING, MI|KENTWOOD, MI|PORT HURON, MI|PORTAGE, MI|JOHNSTOWN, PA | Previous registration |
| R•••• I••••••••• A••••••• L•• | Bd affiliated wealth | May 10, 2007 | Dec 23, 2024 | no | KENTWOOD, MI | Previous registration |
| 4,441 |
| Firm change after gap |
| Other |
| S•••••••• F••••••••• I••• | A••••••• P••••••••• A•••••••• I•• | Feb 17, 2010 | Feb 16, 2010 | -1 | Firm change | Other |