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Advisor at LIBERTY WEALTH MANAGEMENT, LLC
San Francisco, CA | OAKLAND, 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 |
|---|---|---|---|---|---|---|
| LIBERTY WEALTH MANAGEMENT, LLC | Independent wealth | Nov 20, 2024 | n/a | yes | San Francisco, CA|OAKLAND, CA | Current employment |
| LIBERTY WEALTH MANAGEMENT, LLC | Former SEC adviser | Aug 6, 2018 | Oct 10, 2018 | no | OAKLAND, CA|SAN FRANCISCO, CA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 21, 2016 | Jul 13, 2018 | no | FORT MILL, SC|FORT MILL, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LIBERTY WEALTH MANAGEMENT, LLC | LIBERTY WEALTH MANAGEMENT, LLC | Oct 10, 2018 | Nov 20, 2024 | 2,233 | Channel change | Other |
| LPL FINANCIAL LLC | LIBERTY WEALTH MANAGEMENT, LLC | Jul 13, 2018 | Aug 6, 2018 | 24 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106036:286001:CA:2018-10-10 | Oct 10, 2018 | Nov 20, 2024 | SAN FRANCISCO, CA | Firm change after gap |