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Brian J. D'aprile

PURERETIRE LLC
Northville, MI
Some features on this profile are disabled
CRD#: 4888749
BD

Professional summary

Brian Joseph D'aprile is a registered financial advisor currently at PURERETIRE LLC located in Northville, Michigan.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Brian has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
BUSINESS NAME: PURERETIRE LLC INVESTMENT-RELATED: YES ADDRESS: 745 NOVI ST, NORTHVILLE, MI 48167 NATURE: A REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE: MANAGING PARTNER STATE DATE: 09/2005 WORKING HOURS/MONTH: 80 HOURS WORKING HOURS/MONTH DURING TRADING HOURS: 80 HOURS DUTIES: I AM THE PORTFOLIO MANAGER AND HANDLE THE MAJORITY OF THE INVESTMENT DECISIONS FOR THE FIRM'S CLIENTS AS WELL AS THE FINANCIAL PLANNING FOR THE CLIENTS. BUSINESS NAME: WEALTHSTRATEGIES INSURANCE SERVICES, LLC INVESTMENT-RELATED: NO ADDRESS: 745 NOVI ST, NORTHVILLE, MI 48167 NATURE: A LICENSED INSURANCE AGENCY POSITION/TITLE: MANAGING MEMBER AND INSURANCE AGENT STATE DATE: 01/2013 WORKING HOURS/MONTH: 10 HOURS WORKING HOURS/MONTH DURING TRADING HOURS: 10 HOURS DUTIES: I AM THE MANAGING MEMBER AND INSURANCE AGENT OFFERING MAINLY ANNUITIES AND LIFE INSURANCE TO INDIVIDUALS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Joseph D'aprile's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 23, 2010 - Present

PURERETIRE LLC

RIA
CRD#: 137403
Northville, MI
Past

March 23, 2010 - March 1, 2022

GLIDE PATH ADVISORS LLC

RIA
CRD#: 147492
NORTHVILLE, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(3/23/2010)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/4/2010
Uniform Investment Adviser Law Examination

Current Firm

PL
PURERETIRE LLC
MAIN STREET FINANCIAL ADVISORS, LLC | WEALTHSTRATEGIES FINANCIAL ADVISORS, LLC | PURERETIRE LLC

CRD#: 137403 / SEC#:

Michigan
Registered Investment Advisory firm - (10/4/2005 Approved)
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Contact information

Main Address
Northville, MI
Mailing Address
Phone number
(248) 345-7648
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts15
AUM (Assets Under Management)$ 16,561,165

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PURERETIRE LLC

CRD#: 137403Northville, MI

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