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Advisor at AXIOM WEALTH STRATEGIES, LLC
BEND, OR
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 |
|---|---|---|---|---|---|---|
| AXIOM WEALTH STRATEGIES, LLC | Independent wealth | Apr 21, 2021 | n/a | yes | BEND, OR | Current employment |
| CASCADE FINANCIAL STRATEGIES | Independent wealth | Apr 21, 2017 | Dec 31, 2021 | no | BEND, OR | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Aug 10, 2012 | Apr 24, 2017 | no | BEND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CASCADE FINANCIAL STRATEGIES | AXIOM WEALTH STRATEGIES, LLC | Dec 31, 2021 | Apr 21, 2021 | -254 | Firm change after gap | RIA to RIA |
| WELLS FARGO ADVISORS | CASCADE FINANCIAL STRATEGIES | Apr 24, 2017 | Apr 21, 2017 | -3 | Firm change | Wirehouse to RIA |