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Reading the graph
Advisor at WEST MICHIGAN ADVISORS
HOLLAND, 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 |
|---|---|---|---|---|---|---|
| WEST MICHIGAN ADVISORS | Independent wealth | Jun 4, 2024 | n/a | yes | HOLLAND, MI | Current employment |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Mar 17, 2014 | May 16, 2024 | no | MANISTEE, MI | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 30, 2012 | May 23, 2019 | no | MANISTEE, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL PARTNERS | WEST MICHIGAN ADVISORS | May 16, 2024 | Jun 4, 2024 | 19 | Firm change | Ibd to RIA |
| LPL FINANCIAL LLC | INDEPENDENT FINANCIAL PARTNERS | May 23, 2019 | Mar 17, 2014 | -1,893 | Firm change after gap | Other |