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Reading the graph
Advisor at COMMONWEALTH FINANCIAL NETWORK
ALLEGAN, 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 |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Nov 7, 2023 | n/a | yes | ALLEGAN, MI | Current employment |
| VOISARD ASSET MANAGEMENT GROUP | Independent wealth | Jun 13, 2023 | Oct 12, 2023 | no | GRAND RAPIDS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VOISARD ASSET MANAGEMENT GROUP | COMMONWEALTH FINANCIAL NETWORK | Oct 12, 2023 | Nov 7, 2023 | 26 | Firm change | RIA to ibd |