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Advisor at SB ADVISORY, LLC
Lake Orion, MI | ATLANTA, GA
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 |
|---|---|---|---|---|---|---|
| SB ADVISORY, LLC | Independent wealth | Aug 26, 2026 | n/a | yes | ATLANTA, GA|Lake Orion, MI | Current employment |
| CG ADVISORY SERVICES | Independent wealth | Jun 5, 2019 | Jun 30, 2021 | no | Bloomfield Hills, MI|WILLIAMSTON, MI | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 23, 2009 | Jul 3, 2019 | no | BLOOMFIELD HILLS, MI|FARMINGTON HILLS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CG ADVISORY SERVICES | SB ADVISORY, LLC | Jun 30, 2021 | Aug 26, 2026 | 1,883 | Firm change after gap | RIA to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CG ADVISORY SERVICES | Jul 3, 2019 | Jun 5, 2019 | -28 | Firm change | Wirehouse to RIA |