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Advisor at WEALTHFRONT ADVISERS LLC
PALO ALTO, 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 |
|---|---|---|---|---|---|---|
| WEALTHFRONT ADVISERS LLC | Bd affiliated wealth | Nov 19, 2021 | n/a | yes | PALO ALTO, CA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 16, 2021 | Feb 17, 2021 | no | NEW YORK, NY|COLUMBIA, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WEALTHFRONT ADVISERS LLC | Feb 17, 2021 | Nov 19, 2021 | 275 | Firm change | Wirehouse to RIA |