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Advisor at ASPIREAN WEALTH, LLC
MILL VALLEY, 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 |
|---|---|---|---|---|---|---|
| ASPIREAN WEALTH, LLC | Independent wealth | Sep 21, 2015 | n/a | yes | MILL VALLEY, CA | Current employment |
| OPES ADVISORS, INC. | Former SEC adviser | Feb 17, 2009 | Sep 1, 2015 | no | LARKSPUR, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OPES ADVISORS, INC. | ASPIREAN WEALTH, LLC | Sep 1, 2015 | Sep 21, 2015 | 20 | Firm change | Other |