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Advisor at AG WEALTH MANAGEMENT, PLLC
Irvine, CA | YPSILANTI, MI
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 |
|---|---|---|---|---|---|---|
| AG WEALTH MANAGEMENT, PLLC | State registered | Jan 16, 2026 | n/a | yes | Irvine, CA|YPSILANTI, MI | Current employment |
| INSPIRED FINANCIAL | Former SEC adviser | Feb 13, 2018 | Dec 23, 2019 | no | HUNTINGTON BEACH, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INSPIRED FINANCIAL | AG WEALTH MANAGEMENT, PLLC | Dec 23, 2019 | Jan 16, 2026 | 2,216 | Firm change after gap | RIA to state RIA |