DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at STEWART WEALTH MANAGEMENT, INC.
SAN RAFAEL, 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 |
|---|---|---|---|---|---|---|
| STEWART WEALTH MANAGEMENT, INC. | Independent wealth | Apr 18, 2022 | n/a | yes | SAN RAFAEL, CA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Oct 2, 2001 | Mar 30, 2007 | no | SAN FRANCISCO, CA|SAN RAFAEL, CA|SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | STEWART WEALTH MANAGEMENT, INC. | Mar 30, 2007 | Apr 18, 2022 | 5,498 | Firm change after gap | Wirehouse to RIA |