DFX Intelligence
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Reading the graph
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W••••••• C•••••• M••••••••• LLC, CRD 333843
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| A•••• A••••• T••••••• | n/a | PALM DESERT, CA | 1 | 16 | 2 | no |
| J••••• D••• Y•••• | Certified Financial Planner | PALM DESERT, CA | 1 | 23 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| A•••• W••••• M••••••••• L•• | 2 | Feb 7, 2025 | Jan 22, 2025 | HEMET, CA | Team lift out | Other | 100.0% |
| no |