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Advisor at SALUS FINANCIAL ADVISORS
COLORADO SPRINGS, CO | Scottsdale, 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 |
|---|---|---|---|---|---|---|
| SALUS FINANCIAL ADVISORS | Independent wealth | May 3, 2024 | n/a | yes | COLORADO SPRINGS, CO|Scottsdale, AZ | Current employment |
| COREPATH WEALTH PARTNERS LLC | Independent wealth | Feb 28, 2019 | Mar 29, 2024 | no | SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COREPATH WEALTH PARTNERS LLC | SALUS FINANCIAL ADVISORS | Mar 29, 2024 | May 3, 2024 | 35 | Firm change | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 299951:329882:AZ:2024-03-29 | Mar 29, 2024 | May 3, 2024 | SCOTTSDALE, AZ | Firm change |