DFX Intelligence
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Reading the graph
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Advisor at H••••••••• F•••••••• A•••••••
Grand Rapids, 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 |
|---|---|---|---|---|---|---|
| H••••••••• F•••••••• A••••••• | Bd affiliated wealth | Mar 13, 2024 | n/a | yes | Grand Rapids, MI | Current employment |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | Wirehouse | Nov 30, 2022 | Feb 22, 2024 | no | GRAND RAPIDS, MI |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | H••••••••• F•••••••• A••••••• | Feb 22, 2024 | Mar 13, 2024 | 20 | Firm change | Wirehouse to ibd |
| F•••• T•••• S••••••••• I••• | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | Dec 3, 2021 |
| F•••• T•••• S••••••••• I••• | Bd affiliated wealth | Apr 29, 2014 | Dec 3, 2021 | no | GRAND RAPIDS, MI | Previous registration |
| P•• W••••• M••••••••• | Bd affiliated wealth | Sep 22, 2011 | Apr 7, 2014 | no | ROCKFORD, MI|GRANDVILLE, MI|GRAND RAPIDS, MI|GRAND RAPIDS, MI|KENTWOOD, MI|KENTWOOD, MI|GRANDVILLE, MI|WYOMING, MI|WYOMING, MI | Previous registration |
| M••••• S•••••• | Wirehouse | Jun 30, 2011 | Jul 25, 2011 | no | Grand Rapids, MI | Previous registration |
| 362 |
| Firm change |
| Ibd to wirehouse |
| P•• W••••• M••••••••• | F•••• T•••• S••••••••• I••• | Apr 7, 2014 | Apr 29, 2014 | 22 | Firm change | Other |
| M••••• S•••••• | P•• W••••• M••••••••• | Jul 25, 2011 | Sep 22, 2011 | 59 | Firm change | Other |