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Advisor at DRUCKER WEALTH
Kuna, ID
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 |
|---|---|---|---|---|---|---|
| DRUCKER WEALTH | Independent wealth | Jan 5, 2026 | n/a | yes | Kuna, ID | Current employment |
| DENTIST ADVISORS | Independent wealth | Oct 28, 2024 | Jul 8, 2025 | no | South Jordan, UT|Kuna, ID|SALT LAKE CITY, UT | Previous registration |
| DENTIST ADVISORS | Independent wealth | Jan 2, 2020 | Apr 27, 2023 | no | SALT LAKE CITY, UT|Kuna, ID | Previous registration |
| SOUND FINANCIAL PLANNING, INC. | n/a | Nov 6, 2019 | Jan 8, 2020 | no | MOUNT VERNON, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DENTIST ADVISORS | DRUCKER WEALTH | Jul 8, 2025 | Jan 5, 2026 | 181 | Firm change | RIA to RIA |
| SOUND FINANCIAL PLANNING, INC. | DENTIST ADVISORS | Jan 8, 2020 | Jan 2, 2020 | -6 | Firm change | Other |