DFX Intelligence
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Reading the graph
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Advisor at F•••• T•••• S••••••••• I•••
Waterford, MI | Farmington Hills, 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 |
|---|---|---|---|---|---|---|
| F•••• T•••• S••••••••• I••• | Bd affiliated wealth | Jul 8, 2026 | n/a | yes | Farmington Hills, MI|Waterford, MI | Current employment |
| A••••••••• F•••••••• S•••••••• L•• | National bd RIA | Nov 27, 2023 | n/a | yes | Farmington Hills, MI|Waterford, MI |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| M••••• S•••••• | A••••••••• F•••••••• S•••••••• L•• | Nov 29, 2023 | Nov 27, 2023 | -2 | Firm change | Wirehouse to ibd |
| M••••• S•••••• • C•• L•• | M••••• S•••••• | Jun 1, 2009 | Jun 1, 2009 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:6363:MI:2023-11-29 | Nov 29, 2023 | Nov 27, 2023 | WATERFORD, MI | Firm change |
| M••••• S•••••• | Wirehouse | Jun 1, 2009 | Nov 29, 2023 | no | BLOOMFIELD HILLS, MI|Birmingham, MI|Troy, MI|Birmingham, MI|WATERFORD, MI|Waterford, MI | Previous registration |
| M••••• S•••••• • C•• L•• | n/a | Jul 24, 2008 | Jun 1, 2009 | no | BLOOMFIELD HILLS, MI | Previous registration |
| 0 |
| Bulk transfer |
| Other |