DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CLARITY WEALTH ADVISORS
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 |
|---|---|---|---|---|---|---|
| CLARITY WEALTH ADVISORS | Independent wealth | May 17, 2012 | n/a | yes | SAN JOSE, CA | Current employment |
| CONSILIUM WEALTH MANAGEMENT | Former SEC adviser | Oct 19, 2010 | Aug 4, 2011 | no | AN RAMON, CA | Previous registration |
| LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC | Independent wealth | Aug 18, 2010 | Jan 4, 2011 | no | PLEASANT HILL, CA | Previous registration |
| DESTINATION WEALTH MANAGEMENT | Independent wealth | Jan 15, 2003 | Aug 17, 2010 | no | WALNUT CREEK, CA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 14, 2000 | Jul 8, 2002 | no | FREMONT, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONSILIUM WEALTH MANAGEMENT | CLARITY WEALTH ADVISORS | Aug 4, 2011 | May 17, 2012 | 287 | Firm change | Other |
| LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC | CONSILIUM WEALTH MANAGEMENT | Jan 4, 2011 | Oct 19, 2010 | -77 | Firm change after gap | Other |
| DESTINATION WEALTH MANAGEMENT | LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC | Aug 17, 2010 | Aug 18, 2010 | 1 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | DESTINATION WEALTH MANAGEMENT | Jul 8, 2002 | Jan 15, 2003 | 191 | Firm change | Other |