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Advisor at SKY RIDGE WEALTH MANAGEMENT LLC
CASTLE PINES, CO | Mt. Crested Butte, 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 |
|---|---|---|---|---|---|---|
| SKY RIDGE WEALTH MANAGEMENT LLC | State registered | Jul 1, 2020 | n/a | yes | CASTLE PINES, CO|Mt. Crested Butte, CO | Current employment |
| THE WESTERN WEALTH GROUP, INC. | State registered | Mar 6, 2017 | Apr 10, 2020 | no | GREENWOOD VILLAGE, CO | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jan 1, 1999 | Jan 13, 2017 | no | ENGLEWOOD, CO|ENGLEWOOD, CO|ENGLEWOOD, CO|ENGLEWOOD, CO|Lone Tree, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE WESTERN WEALTH GROUP, INC. | SKY RIDGE WEALTH MANAGEMENT LLC | Apr 10, 2020 | Jul 1, 2020 | 82 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | THE WESTERN WEALTH GROUP, INC. | Jan 13, 2017 | Mar 6, 2017 | 52 | Firm change | Ibd to state RIA |