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Detailed Report
Aaron Wiegman
AARON MICHAEL WIEGMAN
CRD#: 3277597
IA
Investment Adviser
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Previous Broker
SAVVYCRD#: 318493 Del Mar, CA
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2006 - 2007 (1 year)2 FIRMS2007 - 2011 (3 years)2 FIRMS2011 - 2013 (1 year)2 FIRMS2019 - 2024 (4 years)IASAVVY (CRD# 318493)2024 - Present (1 year)BSAYBRUS EQUITY SERVICES, LLC (CRD# 153319)2013 - 2019 (5 years)BTHRIVENT INVESTMENT MANAGEMENT... (CRD# 18387)2003 - 2006 (3 years)BLISS FINANCIAL SERVICES (CRD# 21950)2000 - 2002 (1 year)IATHRIVENT INVESTMENT MANAGEMENT... (CRD# 18387)2004 - 2006 (2 years)
License(s)

State Registrations

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California 1/24/2024
Current Registration(s)
IA
SAVVY (CRD#:318493)
Del Mar, CA
Registered with this firm since 1/24/2024
Previous Registration(s)
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IA
 05/14/2019 - 01/19/2024 FINANCIAL SENSE ADVISORS, INC. (CRD#:111090) SAN DIEGO, CA
B
 05/08/2019 - 01/19/2024 FINANCIAL SENSE SECURITIES, INC. (CRD#:39301) SAN DIEGO, CA
B
 06/10/2013 - 03/04/2019 SAYBRUS EQUITY SERVICES, LLC (CRD#:153319) HARTFORD, CT
IA
 09/02/2011 - 06/17/2013 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. (CRD#:134139) SOLANA BEACH, CA
B
 09/01/2011 - 06/17/2013 CAMBRIDGE INVESTMENT RESEARCH, INC. (CRD#:39543) SOLANA BEACH, CA
IA
 10/19/2007 - 08/29/2011 SECURIAN FINANCIAL SERVICES, INC. (CRD#:15296) SAN DIEGO, CA
B
 10/19/2007 - 08/29/2011 SECURIAN FINANCIAL SERVICES, INC. (CRD#:15296) SAN DIEGO, CA
IA
 09/21/2006 - 10/12/2007 PARK AVENUE SECURITIES LLC (CRD#:46173) SAN DIEGO, CA
B
 06/05/2006 - 10/12/2007 PARK AVENUE SECURITIES LLC (CRD#:46173) SAN DIEGO, CA
IA
 04/06/2004 - 06/05/2006 THRIVENT INVESTMENT MANAGEMENT INC. (CRD#:18387) EL CAJON, CA
B
 01/07/2003 - 06/05/2006 THRIVENT INVESTMENT MANAGEMENT INC. (CRD#:18387) EL CAJON, CA
B
 11/08/2000 - 09/30/2002 LISS FINANCIAL SERVICES (CRD#:21950)
FINRA expelled the firm on 12/19/2002
MILWAUKEE, WI
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.