DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WELLTH ADVISORY SERVICES, LLC
Fresno, CA | SHOREWOOD, IL
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 |
|---|---|---|---|---|---|---|
| WELLTH ADVISORY SERVICES, LLC | Institutional manager | Jan 1, 2025 | n/a | yes | Fresno, CA|SHOREWOOD, IL | Current employment |
| GLOBAL RETIREMENT PARTNERS LLC | Institutional manager | Jan 10, 2024 | Jul 5, 2024 | no | Fresno, CA|SAN RAFAEL, CA | Previous registration |
| ROUSH INVESTMENTS, LLC | Former SEC adviser | Apr 27, 2010 | Dec 31, 2024 | no | FRESNO, CA | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Jun 27, 2002 | Apr 23, 2010 | no | FRESNO, CA|FRESNO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ROUSH INVESTMENTS, LLC | GLOBAL RETIREMENT PARTNERS LLC | Dec 31, 2024 | Jan 10, 2024 | -356 | Firm change after gap | Other |
| GLOBAL RETIREMENT PARTNERS LLC | WELLTH ADVISORY SERVICES, LLC | Jul 5, 2024 | Jan 1, 2025 | 180 | Bulk transfer | Other |
| WELLS FARGO INVESTMENTS, LLC | ROUSH INVESTMENTS, LLC | Apr 23, 2010 | Apr 27, 2010 | 4 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 151288:172011:CA:2024-12-31 | Dec 31, 2024 | Jan 10, 2024 | FRESNO, CA | Firm change after gap |