DFX Intelligence
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Reading the graph
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Advisor at R•••••••• A•••• M•••••••••
MENLO PARK, 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 |
|---|---|---|---|---|---|---|
| R•••••••• A•••• M••••••••• | Bd affiliated wealth | Mar 17, 2025 | n/a | yes | MENLO PARK, CA | Current employment |
| F•••• C•••••• A••••••• S••••••• | Bd affiliated wealth | Oct 24, 2019 | Mar 1, 2022 | no | FORT WORTH, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| F•••• C•••••• A••••••• S••••••• | R•••••••• A•••• M••••••••• | Mar 1, 2022 | Mar 17, 2025 | 1,112 | Firm change after gap | Ibd to new firm |