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US CAPITAL GLOBAL WEALTH MANAGEMENT LLC, CRD 299885
SAN FRANCISCO, 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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| FRANK AURELIO VILLARREAL | n/a | SAN FRANCISCO, CA | 7 | 35 | 5 | yes |
| LISA GRACE TERK | n/a | San Francisco, CA | 4 | 25 | 4 | yes |
| ERICK GLENN SCHENKHUIZEN | n/a | SAN FRANCISCO, CA | Carlsbad, CA | 1 | 34 | 9 | no |
| Matthew M Jensen | n/a | Lake Forest, CA | SAN FRANCISCO, CA | 0 | 13 | 4 | no |
| Arvind Saxena | n/a | SAN FRANCISCO, CA | 0 | 12 | 1 | yes |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 1 | 1 | n/a | 0 | 1 | 0 | 4 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| US CAPITAL GLOBAL WEALTH MANAGEMENT LLC | 2 | Aug 24, 2019 | Mar 28, 2019 | SAN FRANCISCO, CA | Team lift out | Other | 100.0% |