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Reading the graph
Advisor at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GRAND RAPIDS, 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 |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Nov 8, 2024 | n/a | yes | GRAND RAPIDS, MI | Current employment |
| ALLSTATE FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Jun 11, 2024 | Jul 11, 2024 | no | Hudsonville, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALLSTATE FINANCIAL ADVISORS, LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jul 11, 2024 | Nov 8, 2024 | 120 | Firm change | Ibd to wirehouse |