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Reading the graph
Advisor at REDEEM WEALTH MANAGEMENT
GILBERT, 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 |
|---|---|---|---|---|---|---|
| REDEEM WEALTH MANAGEMENT | Independent wealth | Apr 18, 2025 | n/a | yes | GILBERT, AZ | Current employment |
| Pathstone | Independent wealth | Apr 14, 2023 | Jul 2, 2024 | no | Bellevue, WA|ENGLEWOOD, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Pathstone | REDEEM WEALTH MANAGEMENT | Jul 2, 2024 | Apr 18, 2025 | 290 | Firm change | RIA to RIA |