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Advisor at CIRRUS CAPITAL LLC
BLOOMFIELD 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 |
|---|---|---|---|---|---|---|
| CIRRUS CAPITAL LLC | Independent wealth | May 5, 2025 | n/a | yes | BLOOMFIELD HILLS, MI | Current employment |
| Fundteq | n/a | Aug 27, 2015 | May 18, 2020 | no | CLARKSTON, MI | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Jul 2, 2014 | May 7, 2015 | no | BIRMINGHAM, MI | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Jul 2, 2014 | May 7, 2015 | no | Birmingham, MI | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 7, 2012 | Jun 3, 2014 | no | WEST BLOOMFIELD, MI|BLOOMFIELD HILLS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Fundteq | CIRRUS CAPITAL LLC | May 18, 2020 | May 5, 2025 | 1,813 | Firm change after gap | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Fundteq | May 7, 2015 | Aug 27, 2015 | 112 | Firm change | Other |
| TD AMERITRADE, INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | May 7, 2015 | Jul 2, 2014 | -309 | Channel change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | TD AMERITRADE, INC. | Jun 3, 2014 | Jul 2, 2014 | 29 | Firm change | Other |