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Advisor at SONA WEALTH, SONA WEALTH MANAGEMENT, SONA WEALTH ADVISORS
CHANHASSEN, MN
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 |
|---|---|---|---|---|---|---|
| SONA WEALTH, SONA WEALTH MANAGEMENT, SONA WEALTH ADVISORS | State registered | Jan 5, 2026 | n/a | yes | CHANHASSEN, MN | Current employment |
| FISCAL FITNESS CLUBS | Former SEC adviser | Jan 30, 2019 | Nov 11, 2019 | no | Chanhassen, MN|PARKER, CO | Previous registration |
| SONA WEALTH, SONA WEALTH MANAGEMENT, SONA WEALTH ADVISORS | State registered | Jul 13, 2016 | Dec 31, 2023 | no | Chanhassen, MN | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 8, 2014 | Dec 11, 2015 | no | MAPLE GROVE, MN|ROSEVILLE, MN|APPLE VALLEY, MN|ST. CLOUD, MN|MINNEAPOLIS, MN|MINNEAPOLIS, MN|ST. PAUL, MN|GOLDEN VALLEY, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SONA WEALTH, SONA WEALTH MANAGEMENT, SONA WEALTH ADVISORS | FISCAL FITNESS CLUBS | Dec 31, 2023 | Jan 30, 2019 | -1,796 | Firm change after gap | Other |
| FISCAL FITNESS CLUBS | SONA WEALTH, SONA WEALTH MANAGEMENT, SONA WEALTH ADVISORS | Nov 11, 2019 | Jan 5, 2026 | 2,247 | Firm change after gap | Other |
| LPL FINANCIAL LLC | SONA WEALTH, SONA WEALTH MANAGEMENT, SONA WEALTH ADVISORS | Dec 11, 2015 | Jul 13, 2016 | 215 | Firm change | Other |