DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ROSEMAN WAGNER WEALTH MANAGEMENT
PINEDALE, WY | ROCKLIN, 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 |
|---|---|---|---|---|---|---|
| ROSEMAN WAGNER WEALTH MANAGEMENT | Independent wealth | Sep 19, 2008 | n/a | yes | ROCKLIN, CA|PINEDALE, WY | Current employment |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Jul 8, 1997 | Oct 2, 2008 | no | FOLSOM, CA|FOLSOM, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | ROSEMAN WAGNER WEALTH MANAGEMENT | Oct 2, 2008 | Sep 19, 2008 | -13 | Firm change | Other |