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Advisor at ASPEN CREEK WEALTH MANAGEMENT, LLC
Meridian, ID | SOUTHLAKE, TX
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 |
|---|---|---|---|---|---|---|
| ASPEN CREEK WEALTH MANAGEMENT, LLC | State registered | Jun 20, 2023 | n/a | yes | Meridian, ID|SOUTHLAKE, TX | Current employment |
| DESERT ROSE CAPITAL MANAGEMENT, INC. | Independent wealth | Jan 13, 2022 | Mar 9, 2023 | no | MERIDIAN, ID | Previous registration |
| ASPEN CREEK WEALTH MANAGEMENT, LLC | State registered | Feb 3, 2021 | Dec 10, 2021 | no | Newbury Park, CA|Eagle, ID | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DESERT ROSE CAPITAL MANAGEMENT, INC. | ASPEN CREEK WEALTH MANAGEMENT, LLC | Mar 9, 2023 | Jun 20, 2023 | 103 | Firm change | Other |
| ASPEN CREEK WEALTH MANAGEMENT, LLC | DESERT ROSE CAPITAL MANAGEMENT, INC. | Dec 10, 2021 | Jan 13, 2022 | 34 | Firm change | Other |