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Advisor at ASPIREAN WEALTH, LLC
MILL VALLEY, CA | Chesterton, IN
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 |
|---|---|---|---|---|---|---|
| ASPIREAN WEALTH, LLC | Independent wealth | Jun 25, 2021 | n/a | yes | MILL VALLEY, CA|Chesterton, IN | Current employment |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Apr 23, 2015 | Jun 1, 2021 | no | MERRILLVILLE, IN|Chesterton, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SECURITIES AMERICA ADVISORS, INC. | ASPIREAN WEALTH, LLC | Jun 1, 2021 | Jun 25, 2021 | 24 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110518:173138:IN:2021-06-01 | Jun 1, 2021 | Jun 25, 2021 | CHESTERTON, IN | Firm change |