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Advisor at PEAK WEALTH MANAGEMENT, LLC
PLYMOUTH, 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 |
|---|---|---|---|---|---|---|
| PEAK WEALTH MANAGEMENT, LLC | Independent wealth | Jul 31, 2013 | n/a | yes | PLYMOUTH, MI | Current employment |
| PARK AVENUE WEALTH MANAGEMENT, LLC | n/a | Dec 11, 2013 | Jul 14, 2014 | no | LIVONIA, MI | Previous registration |
| PARK AVENUE WEALTH MANAGEMENT, LLC | n/a | Dec 21, 2010 | Feb 15, 2013 | no | LIVONIA, MI | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Feb 20, 2009 | Jul 15, 2015 | no | WEST BLOOMFIELD, MI|LIVONIA, MI|LIVONIA, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | PARK AVENUE WEALTH MANAGEMENT, LLC | Jul 15, 2015 | Dec 21, 2010 | -1,667 | Firm change after gap | Other |
| PARK AVENUE WEALTH MANAGEMENT, LLC | n/a | Jul 14, 2014 | n/a | n/a | Departure no registered destination | Departure |
| PARK AVENUE WEALTH MANAGEMENT, LLC | PEAK WEALTH MANAGEMENT, LLC | Feb 15, 2013 | Jul 31, 2013 | 166 | Firm change | Other |