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Advisor at NPF INVESTMENT 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 |
|---|---|---|---|---|---|---|
| NPF INVESTMENT ADVISORS | Independent wealth | Aug 16, 2023 | n/a | yes | GRAND RAPIDS, MI | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 6, 2020 | May 30, 2023 | no | GRAND RAPIDS, MI|JENISON, MI|FARMINGTON HILLS, MI|ADA, MI|KALAMAZOO, MI|TRAVERSE CITY, MI|GRAND RAPIDS, MI|GRAND RAPIDS, MI|HUDSONVILLE, MI|GRAND RAPIDS, MI|HOLLAND, MI|WHITE LAKE, MI|LOWELL, MI|PORTAGE, MI|GRAND HAVEN, MI|WYOMING, MI|ALLENDALE, MI|KALAMAZOO, MI|GRAND RAPIDS, MI|WYOMING, MI|RAVENNA, MI|GRAND RAPIDS, MI|ROCHESTER HILLS, MI|KALAMAZOO, MI|ZEELAND, MI|CALEDONIA, MI|SCHOOLCRAFT, MI|SAGINAW, MI|GRAND RAPIDS, MI|MUSKEGON, MI|GRANDHAVEN, MI|GRAND RAPIDS, MI|WYOMING, MI|TROY, MI|BYRON CENTER, MI|GRAND RAPIDS, MI|KENTWOOD, MI|GRAND RAPIDS, MI|ROCKFORD, MI|GRAND RAPIDS, MI|ANN ARBOR, MI | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | Aug 17, 2020 | no | BOSTON, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Aug 21, 2017 | Jul 13, 2018 | no | GRAND RAPIDS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | NPF INVESTMENT ADVISORS | May 30, 2023 | Aug 16, 2023 | 78 | Firm change | Ibd to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | LPL FINANCIAL LLC | Aug 17, 2020 | Nov 6, 2020 | 81 | Firm change | Ibd to ibd |
| STRATEGIC ADVISERS LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 13, 2018 | Jul 13, 2018 | 0 | Bulk transfer | Ibd to new firm |