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Advisor at BAYNTREE WEALTH ADVISORS, LLC
SCOTTSDALE, AZ
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 |
|---|---|---|---|---|---|---|
| BAYNTREE WEALTH ADVISORS, LLC | Independent wealth | Jul 29, 2015 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| STRATEGY FINANCIAL GROUP | Independent wealth | Nov 20, 2012 | Dec 17, 2015 | no | PHOENIX, CA|PHOENIX, AZ | Previous registration |
| REDWOOD INVESTMENT MANAGEMENT, LLC. | Asset manager | Jun 25, 2011 | Feb 13, 2013 | no | SCOTTSDALE, AZ|PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGY FINANCIAL GROUP | BAYNTREE WEALTH ADVISORS, LLC | Dec 17, 2015 | Jul 29, 2015 | -141 | Firm change after gap | RIA to RIA |
| REDWOOD INVESTMENT MANAGEMENT, LLC. | STRATEGY FINANCIAL GROUP | Feb 13, 2013 | Nov 20, 2012 | -85 | Firm change after gap | Other |