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Advisor at CLEARVIEW CAPITAL
HOLLAND, 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 |
|---|---|---|---|---|---|---|
| CLEARVIEW CAPITAL | State registered | Jan 1, 2026 | n/a | yes | HOLLAND, MI | Current employment |
| SMARTPATH ADVISORS | No RAUM reported | Jul 9, 2024 | Sep 6, 2024 | no | ATLANTA, GA|Zeeland, MI | Previous registration |
| STRATEGIC FINANCIAL GROUP, L.L.C. | State registered | Jan 4, 2022 | Sep 13, 2023 | no | GRAND HAVEN, MI | Previous registration |
| USA FINANCIAL SECURITIES LLC | Independent wealth | Mar 22, 2012 | Jan 7, 2022 | no | ADA, MI|ADA, MI|GRAND HAVEN, MI|GRAND RAPIDS, MI | Previous registration |
| EDWARD JONES | National bd RIA | Nov 26, 2007 | Feb 2, 2012 | no | HOLLAND, MI|ST LOUIS, MO|ZEELAND, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SMARTPATH ADVISORS | CLEARVIEW CAPITAL | Sep 6, 2024 | Jan 1, 2026 | 482 | Firm change after gap | Other |
| STRATEGIC FINANCIAL GROUP, L.L.C. | SMARTPATH ADVISORS | Sep 13, 2023 | Jul 9, 2024 | 300 | Firm change | Other |
| USA FINANCIAL SECURITIES LLC | STRATEGIC FINANCIAL GROUP, L.L.C. | Jan 7, 2022 | Jan 4, 2022 | -3 | Firm change | RIA to state RIA |
| EDWARD JONES | USA FINANCIAL SECURITIES LLC | Feb 2, 2012 | Mar 22, 2012 | 49 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 103857:316512:MI:2022-01-07 | Jan 7, 2022 | Jan 4, 2022 | GRAND RAPIDS, MI | Firm change |