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Advisor at STONEPATH WEALTH MANAGEMENT
TRAVERSE CITY, MI | SANDUSKY, 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 |
|---|---|---|---|---|---|---|
| STONEPATH WEALTH MANAGEMENT | Independent wealth | Jan 2, 2024 | n/a | yes | SANDUSKY, MI|TRAVERSE CITY, MI | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Oct 21, 2016 | Dec 31, 2023 | no | Sandusky, MI|Sandusky, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | STONEPATH WEALTH MANAGEMENT | Dec 31, 2023 | Jan 2, 2024 | 2 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:328977:MI:2023-12-31 | Dec 31, 2023 | Jan 2, 2024 | SANDUSKY, MI | Firm change |