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Advisor at EVERMONT WEALTH
Claremont, 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 |
|---|---|---|---|---|---|---|
| EVERMONT WEALTH | Independent wealth | Oct 24, 2015 | n/a | yes | Claremont, CA | Current employment |
| LEGACY INVESTMENT SERVICES, LLC | State registered | Jan 12, 2011 | Mar 31, 2014 | no | RANCHO CUCAMONGA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LEGACY INVESTMENT SERVICES, LLC | EVERMONT WEALTH | Mar 31, 2014 | Oct 24, 2015 | 572 | Firm change after gap | Other |