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Advisor at GROWSTRONG WEALTH STRATEGIES
FORT COLLINS, CO
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 |
|---|---|---|---|---|---|---|
| GROWSTRONG WEALTH STRATEGIES | Independent wealth | Sep 10, 2020 | n/a | yes | FORT COLLINS, CO | Current employment |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Jan 6, 2012 | Sep 11, 2020 | no | WESTMINSTER, CO|GREENWOOD VILLAGE, CO|Westminister, CO|Englewood, CO|Centennial, CO|GREENWOOD VILLAGE, CO | Previous registration |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | n/a | Jul 17, 2006 | Jan 6, 2012 | no | WESTMINSTER, CO|NORTHGLENN, CO | Previous registration |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Feb 16, 2005 | Aug 24, 2006 | no | NORTHGLENN, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL ADVISORS, LLC | GROWSTRONG WEALTH STRATEGIES | Sep 11, 2020 | Sep 10, 2020 | -1 | Firm change | Ibd to RIA |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | Jan 6, 2012 | Jan 6, 2012 | 0 | Bulk transfer | Other |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | INVESTMENT ADVISORS INTERNATIONAL, INC. | Aug 24, 2006 | Jul 17, 2006 | -38 | Bulk transfer | Other |