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Advisor at SAFE MONEY INC.
SAN JOSE, 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 |
|---|---|---|---|---|---|---|
| SAFE MONEY INC. | State registered | Jan 5, 2017 | n/a | yes | SAN JOSE, CA | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Jan 4, 2002 | Aug 15, 2016 | no | SAN JOSE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | SAFE MONEY INC. | Aug 15, 2016 | Jan 5, 2017 | 143 | Firm change | Ibd to state RIA |