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Advisor at VANTAGE POINT WEALTH MANAGEMENT
Edina, MN | PLYMOUTH, MN
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 |
|---|---|---|---|---|---|---|
| VANTAGE POINT WEALTH MANAGEMENT | Independent wealth | Aug 28, 2019 | n/a | yes | Edina, MN|PLYMOUTH, MN | Current employment |
| FELTL ADVISORS | Independent wealth | Dec 20, 2013 | Jan 24, 2018 | no | PLYMOUTH, MN|Inver Grove Heights, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FELTL ADVISORS | VANTAGE POINT WEALTH MANAGEMENT | Jan 24, 2018 | Aug 28, 2019 | 581 | Firm change after gap | Other |