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Advisor at GREENUP STREET WEALTH MANAGEMENT LLC
White Bear, MN
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 |
|---|---|---|---|---|---|---|
| GREENUP STREET WEALTH MANAGEMENT LLC | Independent wealth | Sep 3, 2023 | n/a | yes | White Bear, MN | Current employment |
| Onedigital | Institutional manager | Dec 18, 2019 | Aug 21, 2023 | no | OVERLAND PARK, KS|Minnetonka, MN | Previous registration |
| CAPSTONE ADVISORY GROUP LLC | Former SEC adviser | Jun 20, 2018 | Feb 29, 2020 | no | EDINA, MN | Previous registration |
| SCOTTRADE INVESTMENT MANAGEMENT | Former SEC adviser | May 24, 2016 | Mar 8, 2018 | no | SAINT LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Onedigital | GREENUP STREET WEALTH MANAGEMENT LLC | Aug 21, 2023 | Sep 3, 2023 | 13 | Firm change | Other |
| CAPSTONE ADVISORY GROUP LLC | Onedigital | Feb 29, 2020 | Dec 18, 2019 | -73 | Firm change after gap | Other |
| SCOTTRADE INVESTMENT MANAGEMENT | CAPSTONE ADVISORY GROUP LLC | Mar 8, 2018 | Jun 20, 2018 | 104 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 153443:106766:MN:2020-02-29 | Feb 29, 2020 | Dec 18, 2019 | EDINA, MN | Firm change after gap |