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Reading the graph
Advisor at TELOS WEALTH
WENATCHEE, WA
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 |
|---|---|---|---|---|---|---|
| TELOS WEALTH | State registered | Mar 11, 2024 | n/a | yes | WENATCHEE, WA | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Mar 30, 2007 | Apr 16, 2024 | no | SAN DIEGO, CA|WENATCHEE, WA | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | n/a | Nov 6, 2006 | Apr 3, 2007 | no | WENTCHEE, WA|LEAVENWORTH, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | TELOS WEALTH | Apr 16, 2024 | Mar 11, 2024 | -36 | Firm change after gap | Ibd to state RIA |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | COMMONWEALTH FINANCIAL NETWORK | Apr 3, 2007 | Mar 30, 2007 | -4 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8032:327439:WA:2024-04-16 | Apr 16, 2024 | Mar 11, 2024 | WENATCHEE, WA | Firm change after gap |