DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ADVENIRE WEALTH MANAGEMENT
Colorado Springs, 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 |
|---|---|---|---|---|---|---|
| ADVENIRE WEALTH MANAGEMENT | State registered | Jan 1, 2026 | n/a | yes | Colorado Springs, CO | Current employment |
| BAUER WEALTH MANAGEMENT INC. | Independent wealth | Apr 14, 2021 | Sep 28, 2021 | no | COLORADO SPRINGS, CO | Previous registration |
| ADVENIRE WEALTH MANAGEMENT | State registered | Sep 11, 2019 | Dec 31, 2020 | no | Colorado Springs, CO|COLORADO SPRINGS, CO | Previous registration |
| ALTRUISTIC INVESTING | Former SEC adviser | Sep 25, 2018 | Jun 6, 2019 | no | COLORADO SPRINGS, CO | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Aug 4, 2016 | Sep 11, 2018 | no | COLORADO SPRINGS, CO | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Sep 25, 2013 | May 25, 2016 | no | LONE TREE, CO|BROOMFIELD, CO | Previous registration |
| T. ROWE PRICE ADVISORY SERVICES, INC. | Bd affiliated wealth | Feb 9, 2012 | Sep 5, 2013 | no | COLORADO SPRINGS, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BAUER WEALTH MANAGEMENT INC. | ADVENIRE WEALTH MANAGEMENT | Sep 28, 2021 | Jan 1, 2026 | 1,556 | Firm change after gap | Other |
| ADVENIRE WEALTH MANAGEMENT | BAUER WEALTH MANAGEMENT INC. | Dec 31, 2020 | Apr 14, 2021 | 104 | Firm change | Other |
| ALTRUISTIC INVESTING | ADVENIRE WEALTH MANAGEMENT | Jun 6, 2019 | Sep 11, 2019 | 97 | Firm change | RIA to state RIA |
| SECURIAN FINANCIAL SERVICES, INC. | ALTRUISTIC INVESTING | Sep 11, 2018 | Sep 25, 2018 | 14 | Firm change | Ibd to RIA |
| STRATEGIC ADVISERS LLC | SECURIAN FINANCIAL SERVICES, INC. | May 25, 2016 | Aug 4, 2016 | 71 | Firm change | Other |
| T. ROWE PRICE ADVISORY SERVICES, INC. | STRATEGIC ADVISERS LLC | Sep 5, 2013 | Sep 25, 2013 | 20 | Firm change | Other |