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Advisor at FIDUCIARY FINANCIAL ADVISORS
GRAND RAPIDS, 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 |
|---|---|---|---|---|---|---|
| FIDUCIARY FINANCIAL ADVISORS | Independent wealth | Sep 15, 2020 | n/a | yes | GRAND RAPIDS, MI | Current employment |
| INNOVIA WEALTH, LLC | Independent wealth | Mar 13, 2019 | Sep 9, 2020 | no | GRAND RAPIDS, MI | Previous registration |
| WEALTH DIMENSIONS GROUP, LTD. | Independent wealth | Jan 25, 2013 | Mar 3, 2015 | no | CINCINNATI, OH|CINCINNATI, OH | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Sep 22, 2008 | Jun 19, 2012 | no | CINCINNATI, OH | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Jan 31, 2006 | Sep 3, 2008 | no | CINCINNATI, OH|CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INNOVIA WEALTH, LLC | FIDUCIARY FINANCIAL ADVISORS | Sep 9, 2020 | Sep 15, 2020 | 6 | Firm change | RIA to RIA |
| WEALTH DIMENSIONS GROUP, LTD. | INNOVIA WEALTH, LLC | Mar 3, 2015 | Mar 13, 2019 | 1,471 | Firm change after gap | Other |
| OSAIC FA, INC. | WEALTH DIMENSIONS GROUP, LTD. | Jun 19, 2012 | Jan 25, 2013 | 220 | Firm change | Other |
| MML INVESTORS SERVICES, LLC | OSAIC FA, INC. | Sep 3, 2008 | Sep 22, 2008 | 19 | Firm change | Other |