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Advisor at CULTIVATE FINANCIAL GROUP LLC
LOS GATOS, 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 |
|---|---|---|---|---|---|---|
| CULTIVATE FINANCIAL GROUP LLC | State registered | Aug 2, 2017 | n/a | yes | LOS GATOS, CA | Current employment |
| SCHARF INVESTMENTS, LLC | Mixed wealth | Nov 5, 2010 | Feb 23, 2018 | no | LOS GATOS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SCHARF INVESTMENTS, LLC | CULTIVATE FINANCIAL GROUP LLC | Feb 23, 2018 | Aug 2, 2017 | -205 | Firm change after gap | RIA to state RIA |