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Advisor at TRUE WEALTH DESIGN, LLC
HUDSON, OH | AKRON, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TRUE WEALTH DESIGN, LLC | Independent wealth | Apr 27, 2021 | n/a | yes | AKRON, OH|HUDSON, OH|HUDSON, OH | Current employment |
| SEIL WEALTH MANAGEMENT, LLC | n/a | Nov 12, 2020 | Oct 4, 2021 | no | HUDSON, OH | Previous registration |
| RUGGAARD & ASSOCIATES | Independent wealth | Aug 31, 2018 | Oct 5, 2020 | no | HUDSON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SEIL WEALTH MANAGEMENT, LLC | TRUE WEALTH DESIGN, LLC | Oct 4, 2021 | Apr 27, 2021 | -160 | Firm change after gap | Other |
| RUGGAARD & ASSOCIATES | SEIL WEALTH MANAGEMENT, LLC | Oct 5, 2020 | Nov 12, 2020 | 38 | Firm change | Other |