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Advisor at BASE WEALTH MANAGEMENT
LAKEWOOD RANCH, FL
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 |
|---|---|---|---|---|---|---|
| BASE WEALTH MANAGEMENT | Independent wealth | Oct 20, 2022 | n/a | yes | LAKEWOOD RANCH, FL | Current employment |
| INTERVEST INTERNATIONAL, INC. | Former SEC adviser | Jul 23, 2015 | Oct 19, 2022 | no | SARASOTA, FL|COLORADO SPRINGS, CO|Sarasota, FL|Lakewood Ranch, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INTERVEST INTERNATIONAL, INC. | BASE WEALTH MANAGEMENT | Oct 19, 2022 | Oct 20, 2022 | 1 | Firm change | RIA to new firm |