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Advisor at CHEQUERS FINANCIAL MANAGEMENT LLC
MERIDIAN, ID | SAN FRANCISCO, 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 |
|---|---|---|---|---|---|---|
| CHEQUERS FINANCIAL MANAGEMENT LLC | Independent wealth | Oct 20, 2025 | n/a | yes | MERIDIAN, ID|SAN FRANCISCO, CA | Current employment |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | Bd affiliated wealth | Jun 28, 2002 | Dec 8, 2011 | no | IRVINE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS WEALTH SERVICES, L.P. | CHEQUERS FINANCIAL MANAGEMENT LLC | Dec 8, 2011 | Oct 20, 2025 | 5,065 | Firm change after gap | Other |