DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FLETCHING ARROWS WEALTH MANAGEMENT LLC
LOVELAND, 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 |
|---|---|---|---|---|---|---|
| FLETCHING ARROWS WEALTH MANAGEMENT LLC | State registered | Sep 22, 2017 | n/a | yes | LOVELAND, CO | Current employment |
| NAVIGATION WEALTH MANAGEMENT | Independent wealth | Apr 26, 2016 | Aug 2, 2017 | no | FORT COLLINS, CO | Previous registration |
| Spc | Bd affiliated wealth | Oct 15, 2014 | Apr 25, 2016 | no | FORT COLLINS, CO|ANN ARBOR, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NAVIGATION WEALTH MANAGEMENT | FLETCHING ARROWS WEALTH MANAGEMENT LLC | Aug 2, 2017 | Sep 22, 2017 | 51 | Firm change | RIA to state RIA |
| Spc | NAVIGATION WEALTH MANAGEMENT | Apr 25, 2016 | Apr 26, 2016 | 1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110692:282640:MI:2016-04-25 | Apr 25, 2016 | Apr 26, 2016 | ANN ARBOR, MI | Firm change |