DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ECHO ADVISORY LLC
MENLO PARK, 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 |
|---|---|---|---|---|---|---|
| ECHO ADVISORY LLC | State registered | Sep 8, 2025 | n/a | yes | MENLO PARK, CA | Current employment |
| BUCKINGHAM STRATEGIC WEALTH, LLC | Former SEC adviser | Aug 29, 2012 | Mar 8, 2017 | no | PALO ALTO, CA|ST LOUIS, MO | Previous registration |
| FOUNDERS FINANCIAL NETWORK, LLC | Former SEC adviser | Apr 18, 2006 | Dec 21, 2012 | no | CUPERTINO, CA | Previous registration |
| FOUNDERS FINANCIAL NETWORK | n/a | Nov 13, 2003 | Apr 19, 2006 | no | CUPERTINO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BUCKINGHAM STRATEGIC WEALTH, LLC | ECHO ADVISORY LLC | Mar 8, 2017 | Sep 8, 2025 | 3,106 | Firm change after gap | Other |
| FOUNDERS FINANCIAL NETWORK, LLC | BUCKINGHAM STRATEGIC WEALTH, LLC | Dec 21, 2012 | Aug 29, 2012 | -114 | Channel change | Other |
| FOUNDERS FINANCIAL NETWORK | FOUNDERS FINANCIAL NETWORK, LLC | Apr 19, 2006 | Apr 18, 2006 | -1 | Firm change | Other |