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Advisor at BLODGETT WEALTH ADVISORS, LLC
BRENTWOOD, CA | Concord, 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 |
|---|---|---|---|---|---|---|
| BLODGETT WEALTH ADVISORS, LLC | Independent wealth | Nov 12, 2021 | n/a | yes | BRENTWOOD, CA|Concord, CA | Current employment |
| INTERSECT CAPITAL LLC | Former SEC adviser | Oct 31, 2002 | Dec 16, 2021 | no | SAN RAMON, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INTERSECT CAPITAL LLC | BLODGETT WEALTH ADVISORS, LLC | Dec 16, 2021 | Nov 12, 2021 | -34 | Firm change after gap | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 122418:316838:CA:2021-12-16 | Dec 16, 2021 | Nov 12, 2021 | SAN RAMON, CA | Firm change after gap |