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Advisor at REDW WEALTH LLC
ALBUQUERQUE, NM | FRANKLIN, TN
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 |
|---|---|---|---|---|---|---|
| REDW WEALTH LLC | Mixed wealth | Oct 28, 2024 | n/a | yes | ALBUQUERQUE, NM|FRANKLIN, TN | Current employment |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Bd affiliated wealth | Jan 4, 2024 | Mar 12, 2024 | no | FRANKLIN, TN|PLYMOUTH, MN | Previous registration |
| ASSET MANAGEMENT RESOURCES, LLC | Former SEC adviser | May 1, 2019 | Jan 9, 2024 | no | HYANNIS, MA|FRANKLIN, TN|HYANNIS, MA|FRANKLIN, TN|FRANKLIN, TN | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | May 15, 2007 | Sep 26, 2012 | no | BOSTON, MA | Previous registration |
| THE ADVISORS GROUP, INC. | n/a | Jun 12, 2003 | Sep 16, 2003 | no | NORWELL, MA | Previous registration |
| VERAVEST INVESTMENT ADVISORS, INC. | n/a | Sep 21, 2001 | Jan 3, 2003 | no | WALTHAM, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | REDW WEALTH LLC | Mar 12, 2024 | Oct 28, 2024 | 230 | Firm change | RIA to RIA |
| ASSET MANAGEMENT RESOURCES, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Jan 9, 2024 | Jan 4, 2024 | -5 | Firm change | RIA to RIA |
| ADVICE AND PLANNING SERVICES | ASSET MANAGEMENT RESOURCES, LLC | Sep 26, 2012 | May 1, 2019 | 2,408 | Firm change after gap | Other |
| THE ADVISORS GROUP, INC. | ADVICE AND PLANNING SERVICES | Sep 16, 2003 | May 15, 2007 | 1,337 | Firm change after gap | Other |
| VERAVEST INVESTMENT ADVISORS, INC. | THE ADVISORS GROUP, INC. | Jan 3, 2003 | Jun 12, 2003 | 160 | Firm change | Other |