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Advisor at AARON WEALTH ADVISORS
CHICAGO, IL | Niwot, CO
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 |
|---|---|---|---|---|---|---|
| AARON WEALTH ADVISORS | Independent wealth | May 22, 2026 | n/a | yes | Niwot, CO|CHICAGO, IL | Current employment |
| CWM, LLC | Bd affiliated wealth | Aug 14, 2017 | Mar 11, 2026 | no | Oak Park, IL|Palatine, IL|OMAHA, NE|Valparaiso, IN|Northbrook, IL|Farmington Hills, MI|Bloomfield, CO | Previous registration |
| SEQUOIA WEALTH MANAGEMENT, LLC | Independent wealth | Dec 4, 2014 | Aug 15, 2017 | no | OAK PARK, IL|BARRINGTON, IL | Previous registration |
| AUSDAL FINANCIAL PARTNERS, INC. | Independent wealth | Jun 30, 2010 | Dec 4, 2014 | no | DOWNERS GROVE, IL|OAK PARK, IL | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 16, 2009 | Jul 12, 2010 | no | SAN DIEGO, CA|OAK PARK, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CWM, LLC | AARON WEALTH ADVISORS | Mar 11, 2026 | May 22, 2026 | 72 | Firm change | Ibd to RIA |
| SEQUOIA WEALTH MANAGEMENT, LLC | CWM, LLC | Aug 15, 2017 | Aug 14, 2017 | -1 | Firm change | Other |
| AUSDAL FINANCIAL PARTNERS, INC. | SEQUOIA WEALTH MANAGEMENT, LLC | Dec 4, 2014 | Dec 4, 2014 | 0 | Firm change | Other |
| LPL FINANCIAL LLC | AUSDAL FINANCIAL PARTNERS, INC. | Jul 12, 2010 | Jun 30, 2010 | -12 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 170543:155344:IL:2017-08-15 | Aug 15, 2017 | Aug 14, 2017 | BARRINGTON, IL | Firm change |