DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at RBS WEALTH MANAGEMENT
ALTO, 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 |
|---|---|---|---|---|---|---|
| RBS WEALTH MANAGEMENT | Independent wealth | Aug 19, 2025 | n/a | yes | ALTO, MI | Current employment |
| BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC | Independent wealth | May 15, 2023 | Sep 10, 2025 | no | ST. LOUIS, MO|Alto, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC | RBS WEALTH MANAGEMENT | Sep 10, 2025 | Aug 19, 2025 | -22 | Firm change | RIA to new firm |