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Advisor at WRIGHT WEALTH MANAGEMENT, LLC
ISSAQUAH, WA
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 |
|---|---|---|---|---|---|---|
| WRIGHT WEALTH MANAGEMENT, LLC | State registered | Jun 27, 2012 | n/a | yes | ISSAQUAH, WA | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Mar 31, 1999 | Jan 10, 2012 | no | BELLEVUE, WA|Bellevue, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | WRIGHT WEALTH MANAGEMENT, LLC | Jan 10, 2012 | Jun 27, 2012 | 169 | Firm change | Ibd to state RIA |