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Advisor at ASPIREAN WEALTH, LLC
MILL VALLEY, 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 |
|---|---|---|---|---|---|---|
| ASPIREAN WEALTH, LLC | Independent wealth | Jun 1, 2021 | n/a | yes | MILL VALLEY, CA | Current employment |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Feb 10, 2010 | Jun 1, 2021 | no | MERRILLVILLE, IN|MERRILLVILLE, IN|CHESTERTON, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SECURITIES AMERICA ADVISORS, INC. | ASPIREAN WEALTH, LLC | Jun 1, 2021 | Jun 1, 2021 | 0 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110518:173138:IN:2021-06-01 | Jun 1, 2021 | Jun 1, 2021 | CHESTERTON, IN | Firm change |