D••••• S••••• G•••••

• F•••• T•••• S••••••••• I••• BD affiliated current
  since Dec 14, 2012 · Grandville, Mi
• H••••••••• F•••••••• A••••••• BD affiliated
  Jul 8, 2009 to Aug 8, 2012 · Grand Rapids, Mi
• C•••• I••••••••• S••••••• C•••• former
  Oct 25, 2005 to Jun 26, 2009 · Holland, Mi

• H••••••••• F•••••••• A••••••• to F•••• T•••• S••••••••• I•••
  left Aug 8, 2012, registered Dec 14, 2012 (128 days) · Other
• C•••• I••••••••• S••••••• C•••• to H••••••••• F•••••••• A•••••••
  left Jun 26, 2009, registered Jul 8, 2009 (12 days) · Other

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Broker-dealer affiliated wealth managerderived

Years in industry

26derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address