DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at VANGUARD ADVISERS, INC.
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 |
|---|---|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Jun 17, 2025 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| Facet | Independent wealth | Oct 29, 2020 | Mar 18, 2025 | no | Atlanta, GA|WEST PALM BEACH, FL|Atlanta, GA|Phoenix, AZ | Previous registration |
| SMARTPATH ADVISORS | No RAUM reported | Sep 23, 2019 | Sep 4, 2020 | no | ATLANTA, GA | Previous registration |
| BT WEALTH MANAGEMENT, LLC | Former SEC adviser | Apr 27, 2017 | Jan 11, 2019 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Facet | VANGUARD ADVISERS, INC. | Mar 18, 2025 | Jun 17, 2025 | 91 | Firm change | RIA to ibd |
| SMARTPATH ADVISORS | Facet | Sep 4, 2020 | Oct 29, 2020 | 55 | Firm change | Other |
| BT WEALTH MANAGEMENT, LLC | SMARTPATH ADVISORS | Jan 11, 2019 | Sep 23, 2019 | 255 | Firm change | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 304563:285961:GA:2020-09-04 | Sep 4, 2020 | Oct 29, 2020 | ATLANTA, GA | Firm change |