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Advisor at REVEL WEALTH PARTNERS
PHOENIX, AZ
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 |
|---|---|---|---|---|---|---|
| REVEL WEALTH PARTNERS | State registered | Jun 17, 2026 | n/a | yes | PHOENIX, AZ | Current employment |
| IRONWOOD WEALTH MANAGEMENT, LLC | Independent wealth | Aug 29, 2019 | May 29, 2026 | no | CHANDLER, AZ|Phoenix, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IRONWOOD WEALTH MANAGEMENT, LLC | REVEL WEALTH PARTNERS | May 29, 2026 | Jun 17, 2026 | 19 | Firm change | RIA to state RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 200511:342660:AZ:2026-05-29 | May 29, 2026 | Jun 17, 2026 | PHOENIX, AZ | Firm change |