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Advisor at RAM LEGACY WEALTH MANAGEMENT
HIGHLAND, 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 |
|---|---|---|---|---|---|---|
| RAM LEGACY WEALTH MANAGEMENT | State registered | Aug 12, 2026 | n/a | yes | HIGHLAND, MI | Current employment |
| IAMS WEALTH MANAGEMENT, LLC | Independent wealth | Feb 5, 2019 | Aug 31, 2026 | no | Highland, MI|OMAHA, NE | Previous registration |
| ELE ADVISORY SERVICES, INC | Independent wealth | Mar 24, 2017 | Jan 31, 2019 | no | SOUTHFIELD, MI | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Mar 13, 2015 | Jul 27, 2016 | no | HIGHLAND, MI|Southfield, MI|HIGHLAND, MI | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Jul 30, 2012 | Jan 28, 2015 | no | HIGHLAND, MI|HIGHLAND, MI|TROY, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IAMS WEALTH MANAGEMENT, LLC | RAM LEGACY WEALTH MANAGEMENT | Aug 31, 2026 | Aug 12, 2026 | -19 | Firm change | RIA to state RIA |
| ELE ADVISORY SERVICES, INC | IAMS WEALTH MANAGEMENT, LLC | Jan 31, 2019 | Feb 5, 2019 | 5 | Firm change | RIA to RIA |
| MML INVESTORS SERVICES, LLC | ELE ADVISORY SERVICES, INC | Jul 27, 2016 | Mar 24, 2017 | 240 | Firm change | Other |
| PRUCO SECURITIES, LLC | MML INVESTORS SERVICES, LLC | Jan 28, 2015 | Mar 13, 2015 | 44 | Firm change | Other |