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Advisor at REDHAWK WEALTH ADVISORS, INC.
MINNEAPOLIS, MN | Irvine, 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 |
|---|---|---|---|---|---|---|
| REDHAWK WEALTH ADVISORS, INC. | Independent wealth | Jun 16, 2020 | n/a | yes | Irvine, CA|MINNEAPOLIS, MN | Current employment |
| ATLAS WEALTH MANAGEMENT GROUP, LLC | Former SEC adviser | Aug 7, 2015 | Aug 10, 2020 | no | IRVINE, CA | Previous registration |
| WILLIAM JORDAN INVESTMENTS, INC. | n/a | Aug 1, 2012 | Aug 16, 2017 | no | LAGUNA HILLS, CA|LAGUNA HILLS, CA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 27, 2007 | Nov 7, 2011 | no | FORT MILL, SC|IRVINE, CA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Feb 20, 2004 | May 2, 2007 | no | IRVINE, CA|GLENDALE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ATLAS WEALTH MANAGEMENT GROUP, LLC | REDHAWK WEALTH ADVISORS, INC. | Aug 10, 2020 | Jun 16, 2020 | -55 | Firm change after gap | Other |
| WILLIAM JORDAN INVESTMENTS, INC. | ATLAS WEALTH MANAGEMENT GROUP, LLC | Aug 16, 2017 | Aug 7, 2015 | -740 | Firm change after gap | Other |
| LPL FINANCIAL LLC | WILLIAM JORDAN INVESTMENTS, INC. | Nov 7, 2011 | Aug 1, 2012 | 268 | Firm change | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | LPL FINANCIAL LLC | May 2, 2007 | Apr 27, 2007 | -5 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 127495:173161:CA:2017-08-16 | Aug 16, 2017 | Aug 7, 2015 | LAGUNA HILLS, CA | Firm change after gap |