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Advisor at BURTON ENRIGHT WELCH
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 |
|---|---|---|---|---|---|---|
| BURTON ENRIGHT WELCH | Independent wealth | Mar 26, 2014 | n/a | yes | WALNUT CREEK, CA | Current employment |
| NAPA VALLEY WEALTH MANAGEMENT | Former SEC adviser | Oct 29, 2013 | Jun 22, 2016 | no | SAN RAMON, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NAPA VALLEY WEALTH MANAGEMENT | BURTON ENRIGHT WELCH | Jun 22, 2016 | Mar 26, 2014 | -819 | Firm change after gap | Other |