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Advisor at VERDE CAPITAL MANAGEMENT, INC.
CLARKSTON, 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 |
|---|---|---|---|---|---|---|
| VERDE CAPITAL MANAGEMENT, INC. | Independent wealth | Apr 17, 2018 | n/a | yes | CLARKSTON, MI | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 21, 2016 | Jan 31, 2018 | no | FARMINGTON HILLS, MI|BLOOMFIELD HILLS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | VERDE CAPITAL MANAGEMENT, INC. | Jan 31, 2018 | Apr 17, 2018 | 76 | Firm change | Wirehouse to RIA |