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Advisor at BUSINE WEALTH
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 |
|---|---|---|---|---|---|---|
| BUSINE WEALTH | State registered | Apr 4, 2019 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| BUSINE WEALTH | State registered | Sep 12, 2014 | Dec 31, 2018 | no | SCOTTSDALE, AZ | Previous registration |
| SEASIDE FINANCIAL & INSURANCE SERVICES | n/a | Dec 6, 2012 | Sep 12, 2014 | no | CARLSBAD, CA | Previous registration |
| VITA INTELLECTUS, LLC | Former SEC adviser | Oct 14, 2011 | Mar 16, 2012 | no | KIRKLAND, WA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jan 2, 2007 | Oct 13, 2011 | no | BELLEVUE, WA|KIRKLAND, WA|Bellevue, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SEASIDE FINANCIAL & INSURANCE SERVICES | BUSINE WEALTH | Sep 12, 2014 | Sep 12, 2014 | 0 | Firm change | Other |
| VITA INTELLECTUS, LLC | SEASIDE FINANCIAL & INSURANCE SERVICES | Mar 16, 2012 | Dec 6, 2012 | 265 | Firm change | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | VITA INTELLECTUS, LLC | Oct 13, 2011 | Oct 14, 2011 | 1 | Firm change | Other |