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Advisor at MSH CAPITAL ADVISORS LLC
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 |
|---|---|---|---|---|---|---|
| MSH CAPITAL ADVISORS LLC | Independent wealth | Feb 18, 2025 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| ILIAD WEALTH SOLUTIONS | Former SEC adviser | Nov 21, 2022 | Mar 18, 2024 | no | SCOTTSDALE, AZ | Previous registration |
| CWM, LLC | Bd affiliated wealth | Jun 5, 2019 | Jun 10, 2021 | no | Scottsdale, AZ|Scottsdale, AZ|Phoenix, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ILIAD WEALTH SOLUTIONS | MSH CAPITAL ADVISORS LLC | Mar 18, 2024 | Feb 18, 2025 | 337 | Firm change | RIA to RIA |
| CWM, LLC | ILIAD WEALTH SOLUTIONS | Jun 10, 2021 | Nov 21, 2022 | 529 | Firm change after gap | Other |