DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ISADORE PRIVATE WEALTH, LLC
TRAVERSE CITY, 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 |
|---|---|---|---|---|---|---|
| ISADORE RETIREMENT GROUP, LLC | State registered | Jan 1, 2026 | n/a | yes | TRAVERSE CITY, MI | Current employment |
| ISADORE PRIVATE WEALTH, LLC | State registered | Jan 1, 2026 | n/a | yes | TRAVERSE CITY, MI | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 12, 2010 | Jun 13, 2014 | no | TRAVERSE CITY, MI|FORT MILL, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | ISADORE PRIVATE WEALTH, LLC | Jun 13, 2014 | Jan 1, 2026 | 4,220 | Firm change after gap | Other |