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Reading the graph
Advisor at ALLWORTH FINANCIAL, L.P.
INDIANAPOLIS, IN | FOLSOM, 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 |
|---|---|---|---|---|---|---|
| ALLWORTH FINANCIAL, L.P. | Bd affiliated wealth | May 30, 2025 | n/a | yes | FOLSOM, CA|INDIANAPOLIS, IN | Current employment |
| SALZINGER SHEAFF BROCK, LLC | Former SEC adviser | Jun 5, 2006 | Jun 26, 2025 | no | INDIANAPOLIS, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SALZINGER SHEAFF BROCK, LLC | ALLWORTH FINANCIAL, L.P. | Jun 26, 2025 | May 30, 2025 | -27 | Firm change | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 139417:111167:IN:2025-06-26 | Jun 26, 2025 | May 30, 2025 | INDIANAPOLIS, IN | Firm change |