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Reading the graph
Advisor at SIMPLYRIA ADVISOR NETWORK
BRIGHTON, 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 |
|---|---|---|---|---|---|---|
| A SMARTER WAY TO INVEST | Asset manager | Feb 29, 2024 | n/a | yes | BRIGHTON, MI | Current employment |
| SIMPLYRIA ADVISOR NETWORK | Independent wealth | Mar 21, 2023 | n/a | yes | BRIGHTON, MI | Current employment |
| GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC | Former SEC adviser | Feb 20, 2020 | Dec 20, 2022 | no | BRIGHTON, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC | SIMPLYRIA ADVISOR NETWORK | Dec 20, 2022 | Mar 21, 2023 | 91 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 284460:154494:MI:2022-12-20 | Dec 20, 2022 | Mar 21, 2023 | BRIGHTON, MI | Firm change |