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Advisor at SENSIBLE MONEY, 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 |
|---|---|---|---|---|---|---|
| SENSIBLE MONEY, LLC | Independent wealth | Jul 22, 2011 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| WEALTH MANAGEMENT SOLUTIONS | Independent wealth | Sep 1, 2006 | Jul 12, 2011 | no | SCOTTSDALE, AZ | Previous registration |
| HOPKINS PARKER FINANCIAL SERVICES LLC | n/a | Oct 29, 2003 | Dec 31, 2005 | no | SCOTTSDALE, AZ | Previous registration |
| 1ST GLOBAL ADVISORS INC | Former SEC adviser | Aug 29, 2001 | Dec 31, 2005 | no | SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTH MANAGEMENT SOLUTIONS | SENSIBLE MONEY, LLC | Jul 12, 2011 | Jul 22, 2011 | 10 | Firm change | Other |
| 1ST GLOBAL ADVISORS INC | HOPKINS PARKER FINANCIAL SERVICES LLC | Dec 31, 2005 | Oct 29, 2003 | -794 | Firm change after gap | Other |
| HOPKINS PARKER FINANCIAL SERVICES LLC | WEALTH MANAGEMENT SOLUTIONS | Dec 31, 2005 | Sep 1, 2006 | 244 | Firm change | Other |