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Advisor at SENSIBLE MONEY, 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 |
|---|---|---|---|---|---|---|
| SENSIBLE MONEY, LLC | Independent wealth | Jul 16, 2019 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Sep 7, 2018 | Jul 2, 2019 | no | Scottsdale, AZ|Milwaukee, WI | Previous registration |
| LEARNVEST PLANNING SERVICES, LLC | Former SEC adviser | Jan 21, 2015 | Jun 11, 2018 | no | Scottsdale, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | SENSIBLE MONEY, LLC | Jul 2, 2019 | Jul 16, 2019 | 14 | Firm change | Other |
| LEARNVEST PLANNING SERVICES, LLC | NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | Jun 11, 2018 | Sep 7, 2018 | 88 | Channel change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 162453:2881:AZ:2018-06-07 | Jun 11, 2018 | Sep 7, 2018 | SCOTTSDALE, AZ | Firm change |