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Reading the graph
Advisor at INTELLIGENT INVESTING
LOVELAND, CO
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 |
|---|---|---|---|---|---|---|
| INTELLIGENT INVESTING | Independent wealth | May 10, 2017 | n/a | yes | LOVELAND, CO | Current employment |
| AAF WEALTH MANAGEMENT, LLC | Independent wealth | Jul 24, 2012 | Apr 11, 2017 | no | WESTBOROUGH, MA|LOVELAND, CO | Previous registration |
| TRUSTEE EMPOWERMENT & PROTECTION, INC. | Institutional manager | Aug 1, 2005 | Oct 1, 2012 | no | WELLESLEY, MA|LOVELAND, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AAF WEALTH MANAGEMENT, LLC | INTELLIGENT INVESTING | Apr 11, 2017 | May 10, 2017 | 29 | Firm change | Other |
| TRUSTEE EMPOWERMENT & PROTECTION, INC. | AAF WEALTH MANAGEMENT, LLC | Oct 1, 2012 | Jul 24, 2012 | -69 | Firm change after gap | Other |