Financial advisor
John Ruzza
At Credent Wealth Management · Kalamazoo, MI
Registered as JOHN STEVEN RUZZA
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| MainStreet Financial Advisors | MainStreet Financial Advisors | Credent Wealth Management | Acquisition | January 14, 2026 | Undisclosed |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| CX INSTITUTIONAL, LLC | Investment adviser | September 25, 2025 | Current |
| KARDIA MIDWEST FAMILY WEALTH COUNSELING, LLC | Investment adviser | June 13, 2013 | December 31, 2020 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Investment adviser | September 1, 2009 | September 24, 2025 |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | Broker-dealer | August 20, 2009 | September 24, 2025 |
| MAINSTREET FINANCIAL ADVISORS, LLC | Investment adviser | January 22, 2008 | November 6, 2009 |
| MUTUAL SERVICE CORPORATION | Broker-dealer | June 24, 2002 | August 20, 2009 |
| ROYAL ALLIANCE ASSOCIATES, INC. | Broker-dealer | August 7, 1997 | June 25, 2002 |
| MARINER FINANCIAL SERVICES, INC. | Broker-dealer | December 13, 1995 | August 7, 1997 |
| ANDOVER SECURITIES, INC. | Broker-dealer | January 2, 1992 | December 14, 1995 |
| GENEVA SECURITIES,INC. | Broker-dealer | October 2, 1990 | December 31, 1991 |
| H. BECK, INC. | Broker-dealer | September 8, 1989 | October 4, 1990 |
| CHUBB SECURITIES CORPORATION | Broker-dealer | January 23, 1987 | September 11, 1989 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.