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Advisor at VAN HULZEN FINANCIAL ADVISORS
EL DORADO HILLS, 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 |
|---|---|---|---|---|---|---|
| MW INVESTMENT STRATEGY | Independent wealth | Jan 4, 2023 | n/a | yes | EL DORADO HILLS, CA | Current employment |
| VAN HULZEN FINANCIAL ADVISORS | Independent wealth | Sep 26, 2017 | n/a | yes | EL DORADO HILLS, CA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Oct 31, 2012 | Sep 15, 2017 | no | SAN FRANCISCO, CA | Previous registration |
| WADDELL & REED | Former SEC adviser | Jul 4, 2011 | Nov 5, 2012 | no | SAN MATEO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | VAN HULZEN FINANCIAL ADVISORS | Sep 15, 2017 | Sep 26, 2017 | 11 | Firm change | Other |
| WADDELL & REED | WELLS FARGO ADVISORS | Nov 5, 2012 | Oct 31, 2012 | -5 | Firm change | Other |