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Advisor at HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.
Novato, 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 |
|---|---|---|---|---|---|---|
| HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. | Independent wealth | Sep 4, 2025 | n/a | yes | Novato, CA | Current employment |
| HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. | Independent wealth | Sep 17, 2007 | Dec 31, 2010 | no | SAN RAFAEL, CA | Previous registration |
| HUTCHINSON FINANCIAL MANAGEMENT | n/a | Apr 3, 2003 | Oct 19, 2007 | no | SAN FRANCISCO, CA | Previous registration |
| WADDELL & REED | Former SEC adviser | Nov 4, 2002 | Apr 15, 2003 | no | NAPA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HUTCHINSON FINANCIAL MANAGEMENT | HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. | Oct 19, 2007 | Sep 17, 2007 | -32 | Firm change after gap | Other |
| WADDELL & REED | HUTCHINSON FINANCIAL MANAGEMENT | Apr 15, 2003 | Apr 3, 2003 | -12 | Firm change | Other |