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Advisor at MAINSTAY CAPITAL MANAGEMENT, LLC
GRAND BLANC, 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 |
|---|---|---|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT, LLC | Independent wealth | Feb 27, 2026 | n/a | yes | GRAND BLANC, MI | Current employment |
| Farther | Independent wealth | Feb 24, 2025 | Feb 24, 2026 | no | Bloomfield Hills, MI|SAN FRANCISCO, CA | Previous registration |
| Savvy | Independent wealth | Jun 27, 2024 | Feb 25, 2025 | no | Bloomfield Hills, MI|NEW YORK, NY | Previous registration |
| INSIGHT WEALTH STRATEGIES, LLC | Independent wealth | Jun 21, 2021 | Jun 20, 2024 | no | SAN RAMON, CA|Greenville, SC|San Ramon, CA | Previous registration |
| FOSTER VICTOR | Independent wealth | Oct 14, 2020 | May 17, 2021 | no | GREENVILLE, SC | Previous registration |
| ALLWORTH FINANCIAL, L.P. | Bd affiliated wealth | Aug 2, 2019 | Jun 2, 2020 | no | FOLSOM, CA|Corte Madera, CA | Previous registration |
| YELLOWBRICKROAD FINANCIAL ADVISORS, LLC | Former SEC adviser | Nov 3, 2018 | Apr 2, 2020 | no | CORTE MADERA, CA | Previous registration |
| WEALTHSPIRE ADVISORS | Former SEC adviser | Dec 18, 2017 | Aug 24, 2018 | no | SAN RAFAEL, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Farther | MAINSTAY CAPITAL MANAGEMENT, LLC | Feb 24, 2026 | Feb 27, 2026 | 3 | Firm change | RIA to RIA |
| Savvy | Farther | Feb 25, 2025 | Feb 24, 2025 | -1 | Firm change | RIA to RIA |
| INSIGHT WEALTH STRATEGIES, LLC | Savvy | Jun 20, 2024 | Jun 27, 2024 | 7 | Firm change | RIA to RIA |
| FOSTER VICTOR | INSIGHT WEALTH STRATEGIES, LLC | May 17, 2021 | Jun 21, 2021 | 35 | Firm change | RIA to RIA |
| ALLWORTH FINANCIAL, L.P. | FOSTER VICTOR | Jun 2, 2020 | Oct 14, 2020 | 134 | Firm change | RIA to RIA |
| YELLOWBRICKROAD FINANCIAL ADVISORS, LLC | ALLWORTH FINANCIAL, L.P. | Apr 2, 2020 | Aug 2, 2019 | -244 | Firm change after gap | RIA to RIA |
| WEALTHSPIRE ADVISORS | YELLOWBRICKROAD FINANCIAL ADVISORS, LLC | Aug 24, 2018 | Nov 3, 2018 | 71 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134209:111167:CA:2020-04-02 | Apr 2, 2020 | Aug 2, 2019 | CORTE MADERA, CA | Firm change after gap |