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Reading the graph
Advisor at DEW WEALTH MANAGEMENT
AUSTIN, TX | SCOTTSDALE, AZ
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 |
|---|---|---|---|---|---|---|
| DEW WEALTH MANAGEMENT | Independent wealth | May 29, 2022 | n/a | yes | SCOTTSDALE, AZ|AUSTIN, TX | Current employment |
| IRONOAK WEALTH | Independent wealth | Oct 23, 2020 | Mar 21, 2022 | no | CEDAR PARK, TX|AUSTIN, TX|CEDAR PARK, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IRONOAK WEALTH | DEW WEALTH MANAGEMENT | Mar 21, 2022 | May 29, 2022 | 69 | Firm change | RIA to RIA |