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Advisor at ACCUVEST GLOBAL ADVISORS, INC.
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 |
|---|---|---|---|---|---|---|
| ACCUVEST GLOBAL ADVISORS, INC. | Other adviser | Jul 21, 2005 | n/a | yes | WALNUT CREEK, CA | Current employment |
| BULLTICK WEALTH MANAGEMENT, LLC | Independent wealth | Apr 28, 2008 | Jun 18, 2008 | no | MIAMI, FL | Previous registration |
| WILLIAM WRIGHT ASSOCIATES LIMITED | n/a | Apr 26, 2005 | Dec 15, 2005 | no | WALNUT CREEK, CA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Jul 8, 1997 | Mar 31, 2005 | no | WALNUT CREEK, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BULLTICK WEALTH MANAGEMENT, LLC | n/a | Jun 18, 2008 | n/a | n/a | Departure no registered destination | Departure |
| WILLIAM WRIGHT ASSOCIATES LIMITED | ACCUVEST GLOBAL ADVISORS, INC. | Dec 15, 2005 | Jul 21, 2005 | -147 | Firm change after gap | Other |
| CITIGROUP GLOBAL MARKETS INC. | WILLIAM WRIGHT ASSOCIATES LIMITED | Mar 31, 2005 | Apr 26, 2005 | 26 | Firm change | Other |