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Advisor at GRIT FAMILY OFFICE, LLC
CEDAR RAPIDS, IA
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 |
|---|---|---|---|---|---|---|
| GRIT FAMILY OFFICE, LLC | State registered | Oct 13, 2020 | n/a | yes | CEDAR RAPIDS, IA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 21, 2019 | Oct 2, 2020 | no | WASECA, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | GRIT FAMILY OFFICE, LLC | Oct 2, 2020 | Oct 13, 2020 | 11 | Firm change | Ibd to state RIA |