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Advisor at DE VRIES ASSET MANAGEMENT, LLC
Encinitas, CA
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 |
|---|---|---|---|---|---|---|
| DE VRIES ASSET MANAGEMENT, LLC | State registered | Apr 23, 2026 | n/a | yes | Encinitas, CA | Current employment |
| TWEET MANAGEMENT SERVICES, INC. | Independent wealth | Aug 1, 2017 | Mar 20, 2026 | no | Encinitas, CA|LA MESA, CA | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Oct 21, 2013 | Dec 2, 2015 | no | SAN DIEGO, CA|SAN DIEGO, CA|CLACKAMAS, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TWEET MANAGEMENT SERVICES, INC. | DE VRIES ASSET MANAGEMENT, LLC | Mar 20, 2026 | Apr 23, 2026 | 34 | Firm change | RIA to state RIA |
| VOYA FINANCIAL ADVISORS, INC. | TWEET MANAGEMENT SERVICES, INC. | Dec 2, 2015 | Aug 1, 2017 | 608 | Firm change after gap | Other |