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Advisor at REDW WEALTH LLC
ALBUQUERQUE, NM
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 |
|---|---|---|---|---|---|---|
| REDW WEALTH LLC | Mixed wealth | Feb 16, 2024 | n/a | yes | ALBUQUERQUE, NM | Current employment |
| BETTER MONEY DECISIONS | Former SEC adviser | Sep 9, 2015 | Aug 9, 2023 | no | Albuquerque, NM|SANTA FE, NM | Previous registration |
| PORTFOLIO WEALTH ADVISORS | Independent wealth | Aug 10, 2011 | Aug 19, 2013 | no | ALBUQUERQUE, NM | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BETTER MONEY DECISIONS | REDW WEALTH LLC | Aug 9, 2023 | Feb 16, 2024 | 191 | Firm change | RIA to RIA |
| PORTFOLIO WEALTH ADVISORS | BETTER MONEY DECISIONS | Aug 19, 2013 | Sep 9, 2015 | 751 | Firm change after gap | Other |