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Advisor at BAUER WEALTH MANAGEMENT INC.
COLORADO SPRINGS, CO
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 |
|---|---|---|---|---|---|---|
| BAUER WEALTH MANAGEMENT INC. | Independent wealth | Jan 3, 2025 | n/a | yes | COLORADO SPRINGS, CO | Current employment |
| ALTRUISTIC INVESTING | Former SEC adviser | Jul 31, 2017 | Mar 10, 2020 | no | COLORADO SPRINGS, CO | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Aug 31, 2000 | Mar 1, 2010 | no | COLORADO SPRINGS, CO|Colorado Springs, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALTRUISTIC INVESTING | BAUER WEALTH MANAGEMENT INC. | Mar 10, 2020 | Jan 3, 2025 | 1,760 | Firm change after gap | RIA to RIA |
| CHARLES SCHWAB & CO., INC. | ALTRUISTIC INVESTING | Mar 1, 2010 | Jul 31, 2017 | 2,709 | Firm change after gap | Ibd to new firm |