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Advisor at PALATINE HILL WEALTH MANAGEMENT
ANN ARBOR, MI | BIRMINGHAM, 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 |
|---|---|---|---|---|---|---|
| PALATINE HILL WEALTH MANAGEMENT | Independent wealth | Oct 1, 2019 | n/a | yes | ANN ARBOR, MI|BIRMINGHAM, MI | Current employment |
| ADVISORY SERVICES NETWORK | Independent wealth | Mar 21, 2017 | Oct 9, 2019 | no | Ann Harbor, MI|ATLANTA, GA | Previous registration |
| STRATOS WEALTH ADVISORS LLC | Independent wealth | Feb 1, 2017 | Mar 20, 2017 | no | ANN ARBOR, MI | Previous registration |
| TELEMUS CAPITAL, LLC | Former SEC adviser | Sep 13, 2013 | Mar 2, 2017 | no | SOUTHFIELD, MI | Previous registration |
| BEACON ASSET MANAGEMENT, LLC | Former SEC adviser | Mar 28, 2013 | Sep 12, 2013 | no | SOUTHFIELD, MI | Previous registration |
| TELEMUS INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Feb 9, 2011 | Sep 12, 2013 | no | SOUTHFIELD, MI | Previous registration |
| STILLWATER ASSET MANAGEMENT | n/a | Oct 5, 2010 | Jan 18, 2011 | no | CANTON, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVISORY SERVICES NETWORK | PALATINE HILL WEALTH MANAGEMENT | Oct 9, 2019 | Oct 1, 2019 | -8 | Firm change | RIA to new firm |
| STRATOS WEALTH ADVISORS LLC | ADVISORY SERVICES NETWORK | Mar 20, 2017 | Mar 21, 2017 | 1 | Firm change | Other |
| TELEMUS CAPITAL, LLC | STRATOS WEALTH ADVISORS LLC | Mar 2, 2017 | Feb 1, 2017 | -29 | Firm change | Other |
| TELEMUS INVESTMENT MANAGEMENT, LLC | BEACON ASSET MANAGEMENT, LLC | Sep 12, 2013 | Mar 28, 2013 | -168 | Channel change | Other |
| BEACON ASSET MANAGEMENT, LLC | TELEMUS CAPITAL, LLC | Sep 12, 2013 | Sep 13, 2013 | 1 | Firm change | Other |
| STILLWATER ASSET MANAGEMENT | TELEMUS INVESTMENT MANAGEMENT, LLC | Jan 18, 2011 | Feb 9, 2011 | 22 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 146051:305619:GA:2019-10-09 | Oct 9, 2019 | Oct 1, 2019 | ATLANTA, GA | Firm change |
| 283816:146051:MI:2017-03-20 | Mar 20, 2017 | Mar 21, 2017 | ANN ARBOR, MI | Firm change |
| 168794:283816:MI:2017-03-02 | Mar 2, 2017 | Feb 1, 2017 | SOUTHFIELD, MI | Firm change |