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Advisor at CHUGG WEALTH STRATEGIES, LLC
PROVO, UT
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 |
|---|---|---|---|---|---|---|
| CHUGG WEALTH STRATEGIES, LLC | State registered | Jul 11, 2016 | n/a | yes | PROVO, UT | Current employment |
| DANIEL WEALTH ADVISORS | Former SEC adviser | Jan 28, 2015 | Jul 7, 2016 | no | IRVINE, CA|CORONA DEL MAR, CA | Previous registration |
| DANIEL WEALTH ADVISORS | Former SEC adviser | Oct 17, 2013 | Dec 31, 2014 | no | IRVINE, CA|CORONA DEL MAR, CA | Previous registration |
| PRINCIPAL SECURITIES, INC. | Bd affiliated wealth | Mar 17, 2008 | Oct 14, 2013 | no | IRVINE, CA|IRVINE, CA|DES MOINES, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DANIEL WEALTH ADVISORS | CHUGG WEALTH STRATEGIES, LLC | Jul 7, 2016 | Jul 11, 2016 | 4 | Firm change | Other |
| PRINCIPAL SECURITIES, INC. | DANIEL WEALTH ADVISORS | Oct 14, 2013 | Oct 17, 2013 | 3 | Firm change | Other |