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Advisor at AMARAL FINANCIAL PLANNING
SAN JOSE, 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 |
|---|---|---|---|---|---|---|
| AMARAL FINANCIAL PLANNING | State registered | Oct 15, 2021 | n/a | yes | SAN JOSE, CA | Current employment |
| TESSARA WEALTH | Independent wealth | Oct 27, 2020 | Sep 22, 2021 | no | BURLINGAME, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TESSARA WEALTH | AMARAL FINANCIAL PLANNING | Sep 22, 2021 | Oct 15, 2021 | 23 | Firm change | RIA to state RIA |