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Advisor at GREYKASELL WEALTH STRATEGIES, INC.
DANVILLE, 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 |
|---|---|---|---|---|---|---|
| GREYKASELL WEALTH STRATEGIES, INC. | Independent wealth | Jan 1, 2025 | n/a | yes | DANVILLE, CA | Current employment |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Jun 3, 2010 | Feb 29, 2024 | no | PLEASANTON, CA|Walnut Creek, CA|LARKSPUR, CA|Walnut Creek, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | GREYKASELL WEALTH STRATEGIES, INC. | Feb 29, 2024 | Jan 1, 2025 | 307 | Firm change | Other |