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Advisor at ALLWORTH FINANCIAL, L.P.
FOLSOM, CA | Walnut Creek, 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 |
|---|---|---|---|---|---|---|
| ALLWORTH FINANCIAL, L.P. | Bd affiliated wealth | Jun 6, 2024 | n/a | yes | Walnut Creek, CA|FOLSOM, CA | Current employment |
| DEL MONTE GROUP, LLC | Former SEC adviser | Oct 19, 2022 | Jun 12, 2024 | no | ALAMO, CA | Previous registration |
| ALAMO CAPITAL | Independent wealth | Sep 3, 2020 | Mar 2, 2022 | no | WALNUT CREEK, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DEL MONTE GROUP, LLC | ALLWORTH FINANCIAL, L.P. | Jun 12, 2024 | Jun 6, 2024 | -6 | Firm change | RIA to ibd |
| ALAMO CAPITAL | DEL MONTE GROUP, LLC | Mar 2, 2022 | Oct 19, 2022 | 231 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106669:111167:CA:2024-06-12 | Jun 12, 2024 | Jun 6, 2024 | ALAMO, CA | Firm change |