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Advisor at STONEPATH WEALTH MANAGEMENT
TRAVERSE CITY, 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 |
|---|---|---|---|---|---|---|
| STONEPATH WEALTH MANAGEMENT | Independent wealth | Jan 2, 2024 | n/a | yes | TRAVERSE CITY, MI | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Oct 15, 2019 | Dec 31, 2023 | no | Traverse City, MI | Previous registration |
| CG ADVISORY SERVICES | Independent wealth | Jun 1, 2018 | Oct 21, 2019 | no | Grawn, MI|WILLIAMSTON, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | STONEPATH WEALTH MANAGEMENT | Dec 31, 2023 | Jan 2, 2024 | 2 | Firm change | Ibd to new firm |
| CG ADVISORY SERVICES | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Oct 21, 2019 | Oct 15, 2019 | -6 | Firm change | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:328977:MI:2023-12-31 | Dec 31, 2023 | Jan 2, 2024 | TRAVERSE CITY, MI | Firm change |