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Advisor at BLODGETT WEALTH ADVISORS, LLC
Concord, CA | BRENTWOOD, 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 |
|---|---|---|---|---|---|---|
| BLODGETT WEALTH ADVISORS, LLC | Independent wealth | Oct 1, 2024 | n/a | yes | Concord, CA|BRENTWOOD, CA | Current employment |
| INSIGHT CAPITAL MANAGEMENT | Independent wealth | Sep 7, 2023 | Mar 26, 2024 | no | CONCORD, CA | Previous registration |
| FISHER INVESTMENTS | Independent wealth | Sep 17, 2021 | Jul 18, 2023 | no | TAMPA, FL|PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INSIGHT CAPITAL MANAGEMENT | BLODGETT WEALTH ADVISORS, LLC | Mar 26, 2024 | Oct 1, 2024 | 189 | Firm change | RIA to RIA |
| FISHER INVESTMENTS | INSIGHT CAPITAL MANAGEMENT | Jul 18, 2023 | Sep 7, 2023 | 51 | Firm change | RIA to RIA |