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Advisor at THRIVE RETIREMENT SPECIALISTS
ROYAL OAK, 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 |
|---|---|---|---|---|---|---|
| THRIVE RETIREMENT SPECIALISTS | Independent wealth | Mar 16, 2023 | n/a | yes | ROYAL OAK, MI | Current employment |
| ORIGIN INVESTMENT ADVISORY LLC | Independent wealth | Oct 11, 2021 | Apr 18, 2022 | no | Dearborn, MI|SARASOTA, FL | Previous registration |
| LIBERTY WEALTH ADVISORS, LLC | Former SEC adviser | Nov 3, 2015 | Nov 16, 2020 | no | Troy, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORIGIN INVESTMENT ADVISORY LLC | THRIVE RETIREMENT SPECIALISTS | Apr 18, 2022 | Mar 16, 2023 | 332 | Firm change | RIA to RIA |
| LIBERTY WEALTH ADVISORS, LLC | ORIGIN INVESTMENT ADVISORY LLC | Nov 16, 2020 | Oct 11, 2021 | 329 | Firm change | RIA to new firm |