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Advisor at ARROWROOT FAMILY OFFICE, LLC
MARINA DEL REY, CA | EL DORADO HILLS, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ARROWROOT FAMILY OFFICE, LLC | Independent wealth | Dec 6, 2024 | n/a | yes | EL DORADO HILLS, CA|MARINA DEL REY, CA | Current employment |
| LAGUNITAS ASSET MANAGEMENT, LLC | Former SEC adviser | Jun 20, 2013 | Jun 7, 2022 | no | EL DORADO HILLS, CA | Previous registration |
| CONCERT WEALTH MANAGEMENT | Former SEC adviser | Nov 9, 2010 | Jun 24, 2013 | no | SAN JOSE, CA|FOLSOM, CA | Previous registration |
| RBC CAPITAL MARKETS, LLC | National bd RIA | Jun 2, 2008 | Nov 12, 2010 | no | ROSEVILLE, CA|EL DORADO HILLS, CA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 1, 2008 | Jun 4, 2008 | no | EL DORADO HILLS, CA | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Mar 29, 2001 | Jan 1, 2008 | no | EL DORADO HILLS, CA|EL DORADO HILLS, CA|ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LAGUNITAS ASSET MANAGEMENT, LLC | ARROWROOT FAMILY OFFICE, LLC | Jun 7, 2022 | Dec 6, 2024 | 913 | Firm change after gap | RIA to RIA |
| CONCERT WEALTH MANAGEMENT | LAGUNITAS ASSET MANAGEMENT, LLC | Jun 24, 2013 | Jun 20, 2013 | -4 | Firm change | Other |
| RBC CAPITAL MARKETS, LLC | CONCERT WEALTH MANAGEMENT | Nov 12, 2010 | Nov 9, 2010 | -3 | Firm change | Other |
| WELLS FARGO ADVISORS | RBC CAPITAL MARKETS, LLC | Jun 4, 2008 | Jun 2, 2008 | -2 | Firm change | Wirehouse to ibd |
| A. G. EDWARDS & SONS, INC. | WELLS FARGO ADVISORS | Jan 1, 2008 | Jan 1, 2008 | 0 | Bulk transfer | Other |