DFX Intelligence
Reading the graph
Reading the graph
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Advisor at E•••••• F•••••••• E••••••
T•••, 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 |
|---|---|---|---|---|---|---|
| E•••••• F•••••••• E•••••• | Independent wealth | Nov 1, 2018 | n/a | yes | T•••, MI | Current employment |
| E•••••• F•••••••• S•••••••• L•• | Former SEC adviser | Jun 3, 2013 | Nov 1, 2018 | no | NOVI, MI|FAIRFAX, VA|T•••, MI|T•••, MI |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| E•••••• F•••••••• S•••••••• L•• | E•••••• F•••••••• E•••••• | Nov 1, 2018 | Nov 1, 2018 | 0 | Bulk transfer | Ibd to RIA |
| C••••• F•• F•••••••• P••••••• I•• | E•••••• F•••••••• S•••••••• L•• | Jul 2, 2013 | Jun 3, 2013 |
| C••••• F•• F•••••••• P••••••• I•• | Independent wealth | Jul 2, 2010 | Jul 2, 2013 | no | SOUTHFIELD, MI | Previous registration |
| M••••• G••••• A••••••• I••• | Independent wealth | Jul 3, 2008 | Aug 27, 2009 | no | NOVI, MI | Previous registration |
| M••••• A••••••• | n/a | Sep 12, 2006 | Jun 26, 2008 | no | NOVI, MI | Previous registration |
| -29 |
| Firm change |
| Other |
| M••••• G••••• A••••••• I••• | C••••• F•• F•••••••• P••••••• I•• | Aug 27, 2009 | Jul 2, 2010 | 309 | Firm change | Other |
| M••••• A••••••• | M••••• G••••• A••••••• I••• | Jun 26, 2008 | Jul 3, 2008 | 7 | Bulk transfer | Other |