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Advisor at DEW WEALTH MANAGEMENT
SCOTTSDALE, AZ | CIRCLEVILLE, UT
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 |
|---|---|---|---|---|---|---|
| DEW WEALTH MANAGEMENT | Independent wealth | Nov 13, 2025 | n/a | yes | CIRCLEVILLE, UT|SCOTTSDALE, AZ | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jun 6, 2024 | Sep 29, 2025 | no | Circleville, UT|Bismarck, ND | Previous registration |
| GENEOS WEALTH MANAGEMENT, INC. | Bd affiliated wealth | Jun 15, 2023 | Mar 28, 2024 | no | Cedar City, UT | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Feb 1, 2023 | Jun 9, 2023 | no | Cedar City, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | DEW WEALTH MANAGEMENT | Sep 29, 2025 | Nov 13, 2025 | 45 | Firm change | Ibd to RIA |
| GENEOS WEALTH MANAGEMENT, INC. | AMERIPRISE FINANCIAL SERVICES, LLC | Mar 28, 2024 | Jun 6, 2024 | 70 | Firm change | Ibd to ibd |
| AMERIPRISE FINANCIAL SERVICES, LLC | GENEOS WEALTH MANAGEMENT, INC. | Jun 9, 2023 | Jun 15, 2023 | 6 | Firm change | Ibd to ibd |