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Advisor at INTEGRITY FINANCIAL ADVISORS, LLC
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 |
|---|---|---|---|---|---|---|
| INTEGRITY FINANCIAL ADVISORS, LLC | State registered | Nov 14, 2017 | n/a | yes | GRAND RAPIDS, MI | Current employment |
| GRADIENT WEALTH MANAGEMENT | Bd affiliated wealth | Jan 11, 2017 | Nov 8, 2017 | no | GRAND RAPIDS, MI|ARDEN HILLS, MN|ARDEN HILLS, MN | Previous registration |
| GRADIENT WEALTH MANAGEMENT | Bd affiliated wealth | Mar 13, 2015 | Dec 31, 2015 | no | ARDEN HILLS, MN|ARDEN HILLS, MN|GRAND RAPIDS, MI | Previous registration |
| GRADIENT ADVISORS, LLC | Independent wealth | May 8, 2014 | Mar 3, 2015 | no | GRANDS RAPIDS, MI|ARDEN HILLS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GRADIENT WEALTH MANAGEMENT | INTEGRITY FINANCIAL ADVISORS, LLC | Nov 8, 2017 | Nov 14, 2017 | 6 | Firm change | Other |
| GRADIENT ADVISORS, LLC | GRADIENT WEALTH MANAGEMENT | Mar 3, 2015 | Mar 13, 2015 | 10 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 152665:127701:MN:2015-02-24 | Mar 3, 2015 | Mar 13, 2015 | ARDEN HILLS, MN | Firm change |