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Advisor at REDEEM WEALTH MANAGEMENT
GILBERT, 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 |
|---|---|---|---|---|---|---|
| REDEEM WEALTH MANAGEMENT | Independent wealth | Apr 12, 2021 | n/a | yes | GILBERT, AZ | Current employment |
| STEWARDSHIP FINANCIAL | State registered | Sep 10, 2015 | Jul 27, 2021 | no | GILBERT, AZ|GILBERT, AZ | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Feb 25, 2011 | Aug 25, 2015 | no | MESA, AZ|PHOENIX, AZ|SCOTTSDALE, AZ|SCOTTSDALE, AZ|PHOENIX, AZ|SCOTTSDALE, AZ|SCOTTSDALE, AZ|PHOENIX, AZ|PHOENIX, AZ|MESA, AZ|PHOENIX, AZ|CHANDLER, AZ|GILBERT, AZ|PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STEWARDSHIP FINANCIAL | REDEEM WEALTH MANAGEMENT | Jul 27, 2021 | Apr 12, 2021 | -106 | Firm change after gap | Other |
| LPL FINANCIAL LLC | STEWARDSHIP FINANCIAL | Aug 25, 2015 | Sep 10, 2015 | 16 | Firm change | Other |