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Advisor at MPM WEALTH ADVISORS
HOLLAND, OH
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 |
|---|---|---|---|---|---|---|
| MPM WEALTH ADVISORS | Independent wealth | Jun 26, 2003 | n/a | yes | HOLLAND, OH | Current employment |
| STERNE AGEE INVESTMENT ADVISOR SERVICES, INC. | Former SEC adviser | Mar 11, 2009 | Mar 26, 2009 | no | YOUNGSTOWN, OH|HOLLAND, OH | Previous registration |
| EPLANNING ADVISORS INC | n/a | Sep 26, 2007 | Sep 15, 2008 | no | ROSEVILLE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STERNE AGEE INVESTMENT ADVISOR SERVICES, INC. | n/a | Mar 26, 2009 | n/a | n/a | Departure no registered destination | Departure |
| EPLANNING ADVISORS INC | STERNE AGEE INVESTMENT ADVISOR SERVICES, INC. | Sep 15, 2008 | Mar 11, 2009 | 177 | Firm change | Other |