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Reading the graph
Advisor at CARDINAL FINANCIAL CONSULTANTS, LLC
Okemos, MI | VANCOUVER, WA | OKEMOS, 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 |
|---|---|---|---|---|---|---|
| CARDINAL FINANCIAL CONSULTANTS, LLC | State registered | May 9, 2025 | n/a | yes | Okemos, MI|OKEMOS, MI | Current employment |
| ADVISOR SHARE WEALTH MANAGEMENT, LLC | Independent wealth | Apr 25, 2025 | n/a | yes | VANCOUVER, WA|Okemos, MI | Current employment |
| ADVISOR SHARE WEALTH MANAGEMENT, LLC | Independent wealth | Oct 18, 2024 | Dec 31, 2024 | no | Okemos, MI|VANCOUVER, WA | Previous registration |
| Spc | Bd affiliated wealth | Sep 3, 2024 | Sep 12, 2024 | no | Okemos, MI|ANN ARBOR, MI | Previous registration |
| CARDINAL FINANCIAL CONSULTANTS, LLC | State registered | Jan 5, 2011 | Dec 31, 2024 | no | OKEMOS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CARDINAL FINANCIAL CONSULTANTS, LLC | Spc | Dec 31, 2024 | Sep 3, 2024 | -119 | Firm change after gap | Other |
| Spc | ADVISOR SHARE WEALTH MANAGEMENT, LLC | Sep 12, 2024 | Oct 18, 2024 | 36 | Firm change | Ibd to RIA |