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Advisor at ALASKA WEALTH MANAGEMENT
ANCHORAGE, AK
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 |
|---|---|---|---|---|---|---|
| ALASKA WEALTH MANAGEMENT | State registered | Feb 23, 2023 | n/a | yes | ANCHORAGE, AK | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Nov 4, 2010 | Dec 15, 2021 | no | Denver, CO|Anchorage, AK|ENGLEWOOD, CO|ENGLEWOOD, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | ALASKA WEALTH MANAGEMENT | Dec 15, 2021 | Feb 23, 2023 | 435 | Firm change after gap | Ibd to state RIA |