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Reading the graph
Advisor at DEW WEALTH MANAGEMENT
Oregon City, OR | SCOTTSDALE, AZ
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 |
|---|---|---|---|---|---|---|
| DEW WEALTH MANAGEMENT | Independent wealth | Feb 26, 2025 | n/a | yes | Oregon City, OR|SCOTTSDALE, AZ | Current employment |
| FISHER INVESTMENTS | Independent wealth | Jun 12, 2023 | Jan 22, 2025 | no | PLANO, TX|Camas, WA | Previous registration |
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | Feb 5, 2020 | May 10, 2023 | no | Bellevue, WA|Lakewood, WA|Keizer, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FISHER INVESTMENTS | DEW WEALTH MANAGEMENT | Jan 22, 2025 | Feb 26, 2025 | 35 | Firm change | RIA to RIA |
| THRIVENT INVESTMENT MANAGEMENT INC. | FISHER INVESTMENTS | May 10, 2023 | Jun 12, 2023 | 33 | Firm change | Ibd to RIA |