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Advisor at DESTINATION WEALTH MANAGEMENT
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 |
|---|---|---|---|---|---|---|
| DESTINATION WEALTH MANAGEMENT | Independent wealth | Sep 18, 2008 | n/a | yes | WALNUT CREEK, CA | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jun 21, 2007 | Mar 14, 2008 | no | LOS GATOS, CA|Los Gatos, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | DESTINATION WEALTH MANAGEMENT | Mar 14, 2008 | Sep 18, 2008 | 188 | Firm change | Other |