DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at TICINO WEALTH
MISSION VIEJO, 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 |
|---|---|---|---|---|---|---|
| TICINO WEALTH | Independent wealth | Sep 23, 2025 | n/a | yes | MISSION VIEJO, CA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | May 25, 2007 | Sep 29, 2025 | no | NEWPORT BEACH, CA|NEWPORT BEACH, CA|IRVINE, CA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Jul 8, 1997 | Jun 11, 2007 | no | LAGUNA NIGUEL, CA|LAGUNA NIGUEL, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | TICINO WEALTH | Sep 29, 2025 | Sep 23, 2025 | -6 | Firm change | Wirehouse to new firm |
| CITIGROUP GLOBAL MARKETS INC. | WELLS FARGO ADVISORS | Jun 11, 2007 | May 25, 2007 | -17 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:335808:CA:2025-09-29 | Sep 29, 2025 | Sep 23, 2025 | IRVINE, CA | Firm change |