DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at PATHWISE
WALNUT CREEK, 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 |
|---|---|---|---|---|---|---|
| Pathwise | Independent wealth | Feb 20, 2015 | n/a | yes | WALNUT CREEK, CA | Current employment |
| ACCLARO WEALTH MANAGEMENT | n/a | Oct 9, 2013 | Mar 23, 2015 | no | WALNUT CREEK, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ACCLARO WEALTH MANAGEMENT | Pathwise | Mar 23, 2015 | Feb 20, 2015 | -31 | Firm change after gap | Other |