DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at INTEGRAL WEALTH MANAGEMENT
TURLOCK, 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 |
|---|---|---|---|---|---|---|
| INTEGRAL WEALTH MANAGEMENT | Independent wealth | Jul 10, 2024 | n/a | yes | TURLOCK, CA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 9, 2024 | Jul 10, 2024 | no | MODESTO, CA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jul 21, 2016 | Apr 22, 2024 | no | Stockton, CA|Pleasanton, CA|Modesto, CA|Stockton, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | INTEGRAL WEALTH MANAGEMENT | Jul 10, 2024 | Jul 10, 2024 | 0 | Firm change | Ibd to RIA |
| CHARLES SCHWAB & CO., INC. | LPL FINANCIAL LLC | Apr 22, 2024 | Apr 9, 2024 | -13 | Firm change | Ibd to ibd |