DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at SIMPLYRIA ADVISOR NETWORK
FRESNO, CA | BRIGHTON, 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 |
|---|---|---|---|---|---|---|
| SIMPLYRIA ADVISOR NETWORK | Independent wealth | Dec 21, 2022 | n/a | yes | BRIGHTON, MI|FRESNO, CA | Current employment |
| GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC | Former SEC adviser | Aug 2, 2017 | Dec 20, 2022 | no | FRESNO, CA|BRIGHTON, MI | Previous registration |
| INTERACTIVE FINANCIAL ADVISORS | Independent wealth | Mar 27, 2017 | Jun 1, 2017 | no | Oakbrook, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC | SIMPLYRIA ADVISOR NETWORK | Dec 20, 2022 | Dec 21, 2022 | 1 | Firm change | RIA to RIA |
| INTERACTIVE FINANCIAL ADVISORS | GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC | Jun 1, 2017 | Aug 2, 2017 | 62 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 284460:154494:MI:2022-12-20 | Dec 20, 2022 | Dec 21, 2022 | BRIGHTON, MI | Firm change |