DH
David J. Hardin
CITY CENTER ADVISORS
Troy, MI 48084
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CRD#: 6633030
DH
Professional summary
David Joel Hardin II, who also goes by David Joel Hardin, David Joel Hardin II, Joel Hardin, is a registered financial advisor currently at CITY CENTER ADVISORS, LLC located in Troy, Michigan.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. David has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David Joel Hardin | David Joel Hardin Ii | Joel Hardin
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.
(1)City Center Financial, LLC; investment related; Troy, MI; Senior Partner/Insurance Agent; started 01/2016; approximately 50% of time and 80 hours during securities trading hours per month. (2)Einsteinian AI LLC; Not investment related; Winter Park, FL; Member; started 06/2024; less than 1% of time and 5 hours during securities trading hours per month.
CRS (Client Relationship Summary) - RIA
Click below to view David Joel Hardin II'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®
NoneExperience
Current
December 5, 2018 - Present
CITY CENTER ADVISORS, LLC
Office #1: 888 West Big Beaver Road Suite 1220, Troy, MI 48084RIA
CRD#: 203513
Troy, MI
Past
April 21, 2016 - December 4, 2018
CORECAP ADVISORS
RIA
CRD#: 158819
Troy, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CITY CENTER ADVISORS, LLC
ASPEN CREEK WEALTH MANAGEMENT | KEYSTONE FINANCIAL PARTNERS, INC. | CITY CENTER ADVISORS, LLC | ASPEN CREEK WEALTH MANAGEMENT, INC.
CRD#: 203513 / SEC#: 801-123152
RIA
Registered Investment Advisory firm - (2/4/2022 Approved)California
Registered Investment Advisory firm - (3/12/2022 Terminated)Colorado
Registered Investment Advisory firm - (2/14/2022 Terminated)Florida
Registered Investment Advisory firm - (2/10/2022 Terminated)Georgia
Registered Investment Advisory firm - (3/18/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/11/2022 Terminated)Maryland
Registered Investment Advisory firm - (2/15/2022 Terminated)Massachusetts
Registered Investment Advisory firm - (2/10/2022 Terminated)Michigan
Registered Investment Advisory firm - (2/16/2022 Terminated)New Jersey
Registered Investment Advisory firm - (2/10/2022 Terminated)Ohio
Registered Investment Advisory firm - (2/11/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (2/10/2022 Terminated)Texas
Registered Investment Advisory firm - (2/10/2022 Terminated)Virginia
Registered Investment Advisory firm - (2/14/2022 Terminated)Wisconsin
Registered Investment Advisory firm - (2/10/2022 Terminated)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(12/5/2018)
IAR
Texas(4/30/2020)
Current Firm
CC
CITY CENTER ADVISORS, LLC
ASPEN CREEK WEALTH MANAGEMENT | KEYSTONE FINANCIAL PARTNERS, INC. | CITY CENTER ADVISORS, LLC | ASPEN CREEK WEALTH MANAGEMENT, INC.
CRD#: 203513 / SEC#: 801-123152
RIA
Registered Investment Advisory firm - (2/4/2022 Approved)California
Registered Investment Advisory firm - (3/12/2022 Terminated)Colorado
Registered Investment Advisory firm - (2/14/2022 Terminated)Florida
Registered Investment Advisory firm - (2/10/2022 Terminated)Georgia
Registered Investment Advisory firm - (3/18/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/11/2022 Terminated)Maryland
Registered Investment Advisory firm - (2/15/2022 Terminated)Massachusetts
Registered Investment Advisory firm - (2/10/2022 Terminated)Michigan
Registered Investment Advisory firm - (2/16/2022 Terminated)New Jersey
Registered Investment Advisory firm - (2/10/2022 Terminated)Ohio
Registered Investment Advisory firm - (2/11/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (2/10/2022 Terminated)Texas
Registered Investment Advisory firm - (2/10/2022 Terminated)Virginia
Registered Investment Advisory firm - (2/14/2022 Terminated)Wisconsin
Registered Investment Advisory firm - (2/10/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
888 West Big Beaver Road Suite 1220, Troy, MI 48084
Mailing Address
Phone number
(888) 267-1321
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,078 |
| AUM (Assets Under Management) | $ 132,436,083 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
