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Reading the graph
Advisor at ALLWORTH FINANCIAL, L.P.
FOLSOM, CA | LYNNFIELD, MA
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 |
|---|---|---|---|---|---|---|
| ALLWORTH FINANCIAL, L.P. | Bd affiliated wealth | Aug 11, 2026 | n/a | yes | FOLSOM, CA|LYNNFIELD, MA | Current employment |
| SACHETTA, LLC | Independent wealth | Nov 21, 2023 | n/a | yes | LYNNFIELD, MA | Current employment |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Mar 24, 2021 | Nov 2, 2023 | no | Waltham, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EAGLE STRATEGIES LLC | SACHETTA, LLC | Nov 2, 2023 | Nov 21, 2023 | 19 | Firm change | Ibd to RIA |