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Advisor at ASPEN WEALTH MANAGEMENT, LLC
FORT WORTH, 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 WEALTH MANAGEMENT, LLC | Independent wealth | May 24, 2023 | n/a | yes | FORT WORTH, TX|FORT WORTH, TX | Current employment |
| BALEFIRE, LLC | Independent wealth | Apr 8, 2022 | Nov 17, 2022 | no | DALLAS, TX | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jun 10, 2015 | Mar 18, 2021 | no | AUSTIN, TX|FORT WORTH, TX|AUSTIN, TX|DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BALEFIRE, LLC | ASPEN WEALTH MANAGEMENT, LLC | Nov 17, 2022 | May 24, 2023 | 188 | Firm change | RIA to RIA |
| EQUITABLE ADVISORS, LLC | BALEFIRE, LLC | Mar 18, 2021 | Apr 8, 2022 | 386 | Firm change | Ibd to RIA |