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Advisor at ECOS WEALTH ADVISORS
CLARKSTON, 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 |
|---|---|---|---|---|---|---|
| ECOS WEALTH ADVISORS | State registered | Dec 18, 2023 | n/a | yes | CLARKSTON, MI | Current employment |
| VERDE CAPITAL MANAGEMENT, INC. | Independent wealth | Oct 8, 2010 | Jan 9, 2024 | no | CLARKSTON, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VERDE CAPITAL MANAGEMENT, INC. | ECOS WEALTH ADVISORS | Jan 9, 2024 | Dec 18, 2023 | -22 | Firm change | RIA to state RIA |