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ARDENT WEALTH MANAGEMENT INC., CRD 332593
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| PATRICIA ANN LLOYD | Certified Financial Planner | SCOTTSDALE, AZ | 1 | 20 | 9 | no |
| MATTHEW DANIEL GUSKY | n/a | SCOTTSDALE, AZ | Rockford, MI | 1 | 11 | 2 | no |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| LIFEWORKS ADVISORS, LLC | 2 | Jan 15, 2025 | Dec 5, 2024 | GRAND RAPIDS, MI | Team lift out | RIA to state RIA | 6.5% |