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Advisor at SCHMIDT WEALTH MANAGEMENT
FARGO, ND
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 |
|---|---|---|---|---|---|---|
| SCHMIDT WEALTH MANAGEMENT | State registered | Dec 4, 2006 | n/a | yes | FARGO, ND | Current employment |
| GENEOS WEALTH MANAGEMENT, INC. | Bd affiliated wealth | Jul 21, 2004 | Jan 3, 2007 | no | FARGO, ND|WEST FARGO, ND|PELICAN RAPIDS, MN | Previous registration |
| CETERA ADVISOR NETWORKS LLC | Former SEC adviser | Mar 23, 1995 | Jul 9, 2004 | no | FARGO, ND | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT, INC. | SCHMIDT WEALTH MANAGEMENT | Jan 3, 2007 | Dec 4, 2006 | -30 | Firm change | Other |
| CETERA ADVISOR NETWORKS LLC | GENEOS WEALTH MANAGEMENT, INC. | Jul 9, 2004 | Jul 21, 2004 | 12 | Firm change | Other |