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Richard Edward Mida

Palatine Hill Wealth Management

Birmingham, MI

Birmingham, MI

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Current Employers
Palatine Hill Wealth Management

148 Pierce Street Suite 200, Birmingham, MI 48009 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-09-30
MI RA APPROVED 2022-03-01
  • TX RA
    APPROVED_RES
    Since 2024-09-30
  • MI RA
    APPROVED
    Since 2022-03-01

Branch Locations

148 Pierce Street, Birmingham, MI 48009 • United States

148 Pierce Street Suite 200, Birmingham, MI 48009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Investment Services Llc Troy MI 09/2010 08/2018
Ernest Moosherr Troy MI 03/2012 08/2018
Northwestern Mutual Wealth Management Company Milwaukee WI 04/2012 08/2018
Canopy Wealth Management Middleton WI 08/2018 02/2022
Palatine Hill Wealth Management Ann Arbor MI 03/2022 Present
  • 09/2010 → 08/2018
    Northwestern Mutual Investment Services Llc
    Troy, MI
  • 03/2012 → 08/2018
    Ernest Moosherr
    Troy, MI
  • 04/2012 → 08/2018
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 08/2018 → 02/2022
    Canopy Wealth Management
    Middleton, WI
  • 03/2022 → Present
    Palatine Hill Wealth Management
    Ann Arbor, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-08
S63 Uniform Securities Agent State Law Examination 2010-10-26
  • S65 Uniform Investment Adviser Law Examination
    2018-10-08
  • S63 Uniform Securities Agent State Law Examination
    2010-10-26
Other Names
  • Richard E Mida
  • Richard Edward Mida

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RISK PARADIGM GROUP, LLC
INNOVIA WEALTH, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TOWNSEND STREET CAPITAL MANAGEMENT
VALSTONE PARTNERS VI

Other Investors

JEFFREY MICHAEL DIEFENTHALER
Kevin Arthur-Whitworth Sheard
JERAMEY JOSEPH LYNCH
Akinwale Adebayo
Maxwell James Hunt
Scott Schramm
John Lockwood
Jared M. Rhein

Other Offices

J.P. MORGAN SECURITIES LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BIRMINGHAM, MI
RISK PARADIGM GROUP, LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
INNOVIA WEALTH, LLC · Birmingham, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BIRMINGHAM, MI
TOWNSEND STREET CAPITAL MANAGEMENT · BIRMINGHAM, MI

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