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Advisor at WESTMARK WEALTH MANAGEMENT
PHOENIX, 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 |
|---|---|---|---|---|---|---|
| WESTMARK WEALTH MANAGEMENT | Independent wealth | Jan 3, 2025 | n/a | yes | PHOENIX, AZ | Current employment |
| NEXT FINANCIAL GROUP, INC. | Former SEC adviser | Jun 10, 2013 | Jan 6, 2025 | no | IRVINE, CA|REDLANDS, CA|TUCSON, AZ|TEMPE, AZ|PHOENIX, AZ | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Oct 5, 2012 | May 22, 2013 | no | Scottsdale, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEXT FINANCIAL GROUP, INC. | WESTMARK WEALTH MANAGEMENT | Jan 6, 2025 | Jan 3, 2025 | -3 | Firm change | Ibd to new firm |
| SECURIAN FINANCIAL SERVICES, INC. | NEXT FINANCIAL GROUP, INC. | May 22, 2013 | Jun 10, 2013 | 19 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 46214:334109:AZ:2025-01-06 | Jan 6, 2025 | Jan 3, 2025 | PHOENIX, AZ | Firm change |