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Advisor at ECHO45 ADVISORS LLC
WALNUT CREEK, 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 |
|---|---|---|---|---|---|---|
| ECHO45 ADVISORS LLC | Independent wealth | Jun 18, 2026 | n/a | yes | WALNUT CREEK, CA | Current employment |
| THE SALVETTI GROUP | Independent wealth | Jun 22, 2023 | Jun 22, 2026 | no | SACRAMENTO, CA | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Apr 26, 2019 | Jul 5, 2023 | no | STOCKTON, CA|SACRAMENTO, CA|Sacramento, CA|Sacramento, CA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 5, 2006 | Apr 30, 2019 | no | SACRAMENTO, CA|PENNINGTON, NJ|PENNINGTON, NJ|PENNINGTON, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE SALVETTI GROUP | ECHO45 ADVISORS LLC | Jun 22, 2026 | Jun 18, 2026 | -4 | Firm change | RIA to RIA |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | THE SALVETTI GROUP | Jul 5, 2023 | Jun 22, 2023 | -13 | Firm change | Ibd to new firm |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Apr 30, 2019 | Apr 26, 2019 | -4 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:324974:CA:2023-07-05 | Jul 5, 2023 | Jun 22, 2023 | SACRAMENTO, CA | Firm change |