DFX Intelligence
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Reading the graph
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Advisor at B•• P••••• F••••••••
NEW BALTIMORE, 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 |
|---|---|---|---|---|---|---|
| B•• P••••• F•••••••• | Independent wealth | May 29, 2026 | n/a | yes | NEW BALTIMORE, MI | Current employment |
| S•• | Bd affiliated wealth | Dec 16, 2016 | Jun 1, 2026 | no | Chesterfield Township, MI|ANN ARBOR, MI|St. Clair, MI|Mt. Clemens, MI |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| S•• | B•• P••••• F•••••••• | Jun 1, 2026 | May 29, 2026 | -3 | Firm change | Ibd to new firm |
| W•••••• • R••• | S•• | Dec 16, 2016 | Dec 16, 2016 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110692:340986:MI:2026-06-01 | Jun 1, 2026 | May 29, 2026 | MT CLEMENS, MI | Firm change |
| W•••••• • R••• | Former SEC adviser | Apr 28, 2014 | Dec 16, 2016 | no | HAMDEN, CT | Previous registration |
| S•••••••• F••••••••• I••• | Former SEC adviser | Jul 5, 2013 | Mar 13, 2014 | no | STERLING HEIGHTS, MI | Previous registration |
| H•••• F•••••••• S•••••••• I••• | Independent wealth | Feb 2, 2011 | Jun 11, 2013 | no | ROMEO, MI|SOUTHFIELD, MI | Previous registration |
| Firm change |
| Other |
| S•••••••• F••••••••• I••• | W•••••• • R••• | Mar 13, 2014 | Apr 28, 2014 | 46 | Firm change | Other |
| H•••• F•••••••• S•••••••• I••• | S•••••••• F••••••••• I••• | Jun 11, 2013 | Jul 5, 2013 | 24 | Firm change | Other |