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Advisor at VERTRIX WEALTH MANAGEMENT, LLC
TROY, MI | Mt. Juliet, TN
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 |
|---|---|---|---|---|---|---|
| VERTRIX WEALTH MANAGEMENT, LLC | Independent wealth | Jan 21, 2026 | n/a | yes | TROY, MI|Mt. Juliet, TN | Current employment |
| GREYSTONE FINANCIAL GROUP, LLC | Independent wealth | Sep 17, 2020 | Jan 21, 2026 | no | Troy, MI|Bloomfield Hills, MI|BLOOMFIELD HILLS, MI|Mt. Juliet, TN | Previous registration |
| POLARIS GREYSTONE ADVISORY GROUP, LLC | Former SEC adviser | Sep 17, 2020 | Feb 5, 2021 | no | Troy, MI|Bloomfield Hills, MI | Previous registration |
| POLARIS GREYSTONE ADVISORY GROUP, LLC | Former SEC adviser | Aug 11, 2017 | Sep 9, 2020 | no | Troy, MI | Previous registration |
| POLARIS WEALTH ADVISORY GROUP | Former SEC adviser | Aug 11, 2017 | Aug 6, 2020 | no | Troy, MI|SAN RAFAEL, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GREYSTONE FINANCIAL GROUP, LLC | VERTRIX WEALTH MANAGEMENT, LLC | Jan 21, 2026 | Jan 21, 2026 | 0 | Firm change | RIA to new firm |
| POLARIS GREYSTONE ADVISORY GROUP, LLC | GREYSTONE FINANCIAL GROUP, LLC | Feb 5, 2021 | Sep 17, 2020 | -141 | Firm change after gap | Other |
| POLARIS WEALTH ADVISORY GROUP | POLARIS GREYSTONE ADVISORY GROUP, LLC | Aug 6, 2020 | Aug 11, 2017 | -1,091 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 306595:339547:MI:2026-01-21 | Jan 21, 2026 | Jan 21, 2026 | BLOOMFIELD HILLS, MI | Firm change |
| 171405:306595:MI:2021-02-05 | Feb 5, 2021 | Sep 17, 2020 | TROY, MI | Firm change after gap |