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Advisor at VAN HULZEN FINANCIAL ADVISORS
EL DORADO HILLS, CA
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 |
|---|---|---|---|---|---|---|
| MW INVESTMENT STRATEGY | Independent wealth | Jan 10, 2025 | n/a | yes | EL DORADO HILLS, CA | Current employment |
| VAN HULZEN FINANCIAL ADVISORS | Independent wealth | Jan 10, 2025 | n/a | yes | EL DORADO HILLS, CA | Current employment |
| BARDIN FINANCIAL SERVICES | Former SEC adviser | Mar 5, 2015 | Jul 1, 2015 | no | JACKSON, CA | Previous registration |
| BARDIN FINANCIAL SERVICES | Former SEC adviser | Mar 8, 2005 | Jul 9, 2014 | no | JACKSON, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BARDIN FINANCIAL SERVICES | MW INVESTMENT STRATEGY | Jul 1, 2015 | Jan 10, 2025 | 3,481 | Firm change after gap | Other |