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Advisor at CPR INVESTMENTS INC
ROCHESTER, 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 |
|---|---|---|---|---|---|---|
| CPR INVESTMENTS INC | Independent wealth | Apr 3, 2024 | n/a | yes | ROCHESTER, MI | Current employment |
| PRUCO SECURITIES, LLC | No RAUM reported | Aug 11, 2023 | Apr 11, 2024 | no | TROY, MI | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | Mar 10, 2023 | no | BOSTON, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | May 11, 2017 | Jul 13, 2018 | no | TROY, MI | Previous registration |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Sep 8, 2016 | Mar 14, 2017 | no | WESTLAND, MI|TOLEDO, OH|PARMA, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRUCO SECURITIES, LLC | CPR INVESTMENTS INC | Apr 11, 2024 | Apr 3, 2024 | -8 | Firm change | Ibd to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | PRUCO SECURITIES, LLC | Mar 10, 2023 | Aug 11, 2023 | 154 | 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 |
| CITIZENS SECURITIES, INC. | STRATEGIC ADVISERS LLC | Mar 14, 2017 | May 11, 2017 | 58 | Firm change | Other |