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Advisor at NEXT UP WEALTH ADVISORS, LLC
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 |
|---|---|---|---|---|---|---|
| NEXT UP WEALTH ADVISORS, LLC | Independent wealth | May 15, 2026 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| BRIGHTSCAPE INVESTMENT CENTERS | State registered | Aug 19, 2020 | Aug 30, 2026 | no | SCOTTSDALE, AZ|Scottsdale, AZ | Previous registration |
| RELEVE FINANCIAL GROUP | Independent wealth | Jun 8, 2018 | Aug 7, 2020 | no | Lake Havasu, AZ|SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRIGHTSCAPE INVESTMENT CENTERS | NEXT UP WEALTH ADVISORS, LLC | Aug 30, 2026 | May 15, 2026 | -107 | Firm change after gap | Other |
| RELEVE FINANCIAL GROUP | BRIGHTSCAPE INVESTMENT CENTERS | Aug 7, 2020 | Aug 19, 2020 | 12 | Firm change | RIA to state RIA |