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Reading the graph
Advisor at MAKE WAY WEALTH MANAGEMENT
COLORADO SPRINGS, CO | SIOUX FALLS, SD
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 |
|---|---|---|---|---|---|---|
| MAKE WAY WEALTH MANAGEMENT | State registered | Jan 1, 2026 | n/a | yes | COLORADO SPRINGS, CO|SIOUX FALLS, SD | Current employment |
| BALEFIRE, LLC | Independent wealth | Jan 11, 2024 | Mar 26, 2025 | no | Sioux Falls, SD | Previous registration |
| BALEFIRE, LLC | Independent wealth | Sep 21, 2023 | Dec 31, 2023 | no | Colorado Springs, CO|DALLAS, TX | Previous registration |
| MAKE WAY WEALTH MANAGEMENT | State registered | Jan 5, 2022 | Dec 31, 2023 | no | SIOUX FALLS, SD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BALEFIRE, LLC | MAKE WAY WEALTH MANAGEMENT | Mar 26, 2025 | Jan 1, 2026 | 281 | Firm change | RIA to state RIA |
| MAKE WAY WEALTH MANAGEMENT | BALEFIRE, LLC | Dec 31, 2023 | Sep 21, 2023 | -101 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 168733:301995:SD:2025-03-26 | Mar 26, 2025 | Jan 1, 2026 | SIOUX FALLS, SD | Firm change |