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Advisor at WEALTHFRONT ADVISERS LLC
PALO ALTO, 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 |
|---|---|---|---|---|---|---|
| WEALTHFRONT ADVISERS LLC | Bd affiliated wealth | Sep 11, 2024 | n/a | yes | PALO ALTO, CA | Current employment |
| UNEST ADVISERS, LLC | Independent wealth | Nov 25, 2020 | Aug 30, 2022 | no | LARAMIE, WY | Previous registration |
| Acorns | Independent wealth | Aug 13, 2018 | Jun 2, 2020 | no | Portland,, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNEST ADVISERS, LLC | WEALTHFRONT ADVISERS LLC | Aug 30, 2022 | Sep 11, 2024 | 743 | Firm change after gap | RIA to RIA |
| Acorns | UNEST ADVISERS, LLC | Jun 2, 2020 | Nov 25, 2020 | 176 | Firm change | RIA to RIA |