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Advisor at ENSPIRE WEALTH MANAGEMENT, LLC
SANTA ROSA, CA
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 |
|---|---|---|---|---|---|---|
| ENSPIRE WEALTH MANAGEMENT, LLC | Independent wealth | Sep 5, 2023 | n/a | yes | SANTA ROSA, CA | Current employment |
| MERITAS WEALTH MANAGEMENT, LLC | Independent wealth | Nov 26, 2018 | Feb 27, 2024 | no | Santa Rosa, CA|SAN RAFAEL, CA|Santa Rosa, CA | Previous registration |
| LEAVITT WEALTH MANAGEMENT, LLC | n/a | Mar 3, 2009 | Feb 25, 2019 | no | SANTA ROSA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERITAS WEALTH MANAGEMENT, LLC | ENSPIRE WEALTH MANAGEMENT, LLC | Feb 27, 2024 | Sep 5, 2023 | -175 | Firm change after gap | RIA to new firm |
| LEAVITT WEALTH MANAGEMENT, LLC | MERITAS WEALTH MANAGEMENT, LLC | Feb 25, 2019 | Nov 26, 2018 | -91 | Firm change after gap | Other |