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Advisor at CEDRUS WEALTH GROUP
ANDOVER, MN
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 |
|---|---|---|---|---|---|---|
| CEDRUS WEALTH GROUP | Independent wealth | Aug 19, 2025 | n/a | yes | ANDOVER, MN | Current employment |
| II TECHNOLOGY, LLC | Independent wealth | May 15, 2024 | Jul 11, 2025 | no | AUSTIN, TX | Previous registration |
| FIRST TRUST ADVISORS LP | Asset manager | Dec 5, 2017 | Feb 21, 2024 | no | WHEATON, IL|MINNEAPOLIS, MN|WHEATON, IL|MINNEAPOLIS, MN|AUSTIN, TX | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Dec 29, 2015 | Dec 1, 2017 | no | EDINA, MN|WAYZATA, MN|MINNETONKA, MN|BLOOMINGTON, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| II TECHNOLOGY, LLC | CEDRUS WEALTH GROUP | Jul 11, 2025 | Aug 19, 2025 | 39 | Firm change | RIA to RIA |
| FIRST TRUST ADVISORS LP | II TECHNOLOGY, LLC | Feb 21, 2024 | May 15, 2024 | 84 | Firm change | Other |
| WELLS FARGO ADVISORS | FIRST TRUST ADVISORS LP | Dec 1, 2017 | Dec 5, 2017 | 4 | Firm change | Other |