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Advisor at SIMPLYRIA ADVISOR NETWORK
BONITA SPRINGS, FL | BRIGHTON, 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 |
|---|---|---|---|---|---|---|
| A SMARTER WAY TO INVEST | Asset manager | Jan 6, 2025 | n/a | yes | BRIGHTON, MI|BONITA SPRINGS, FL | Current employment |
| SIMPLYRIA ADVISOR NETWORK | Independent wealth | Jan 6, 2025 | n/a | yes | BRIGHTON, MI|BONITA SPRINGS, FL | Current employment |
| PEACE OF MIND WEALTH MANAGEMENT | Former SEC adviser | Dec 8, 2021 | Sep 12, 2022 | no | BRIGHTON, MI | Previous registration |
| A SMARTER WAY TO INVEST | Asset manager | Apr 26, 2013 | Nov 9, 2017 | no | BRIGHTON, MI | Previous registration |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | Oct 20, 2010 | Jan 31, 2011 | no | LIVONIA, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PEACE OF MIND WEALTH MANAGEMENT | A SMARTER WAY TO INVEST | Sep 12, 2022 | Jan 6, 2025 | 847 | Firm change after gap | Other |
| A SMARTER WAY TO INVEST | PEACE OF MIND WEALTH MANAGEMENT | Nov 9, 2017 | Dec 8, 2021 | 1,490 | Firm change after gap | Other |
| BROOKSTONE WEALTH ADVISORS, LLC | A SMARTER WAY TO INVEST | Jan 31, 2011 | Apr 26, 2013 | 816 | Firm change after gap | Other |