DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at UNITED ADVISORS AMERICA
Three Rivers, MI | PROSPER, TX
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 |
|---|---|---|---|---|---|---|
| UNITED ADVISORS AMERICA | Independent wealth | Jan 1, 2025 | n/a | yes | PROSPER, TX|Three Rivers, MI | Current employment |
| CREATIVE FINANCIAL DESIGNS, INC. | Bd affiliated wealth | Jul 12, 2004 | Nov 30, 2004 | no | KOKOMO, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS, INC. | UNITED ADVISORS AMERICA | Nov 30, 2004 | Jan 1, 2025 | 7,337 | Firm change after gap | Other |