DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FIAT WEALTH MANAGEMENT
WAYZATA, MN
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 |
|---|---|---|---|---|---|---|
| FIAT WEALTH MANAGEMENT | Independent wealth | Mar 16, 2022 | n/a | yes | WAYZATA, MN | Current employment |
| FOUNDATIONS INVESTMENT ADVISORS LLC | Independent wealth | Jun 15, 2021 | Jun 3, 2022 | no | WAYZATA, MN|PHOENIX, AZ | Previous registration |
| AVANTAX PLANNING PARTNERS, INC. | Bd affiliated wealth | Jun 14, 2016 | May 24, 2021 | no | DUBUQUE, IA|Minnetonka, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS LLC | FIAT WEALTH MANAGEMENT | Jun 3, 2022 | Mar 16, 2022 | -79 | Firm change after gap | RIA to new firm |
| AVANTAX PLANNING PARTNERS, INC. | FOUNDATIONS INVESTMENT ADVISORS LLC | May 24, 2021 | Jun 15, 2021 | 22 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 175083:318201:AZ:2022-06-03 | Jun 3, 2022 | Mar 16, 2022 | PHOENIX, AZ | Firm change after gap |