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Advisor at GUARDIAN WEALTH PARTNERS, LLC
Beechwood, OH | Aurora, 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 |
|---|---|---|---|---|---|---|
| GUARDIAN WEALTH PARTNERS, LLC | Independent wealth | Sep 13, 2024 | n/a | yes | Beechwood, OH|Aurora, CO | Current employment |
| Facet | Independent wealth | Feb 16, 2021 | Sep 7, 2024 | no | Denver, CO|WEST PALM BEACH, FL|Aurora, CO | Previous registration |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Bd affiliated wealth | Nov 9, 2018 | Feb 4, 2021 | no | Denver, CO|MINNEAPOLIS, MN|MINNEAPOLIS, MN | Previous registration |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | May 12, 2015 | Sep 24, 2018 | no | CANTON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Facet | GUARDIAN WEALTH PARTNERS, LLC | Sep 7, 2024 | Sep 13, 2024 | 6 | Firm change | RIA to RIA |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Facet | Feb 4, 2021 | Feb 16, 2021 | 12 | Firm change | Ibd to RIA |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Sep 24, 2018 | Nov 9, 2018 | 46 | Firm change | Other |