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Advisor at BETTERWEALTH LLC
PARK CITY, UT | SAN JOSE, 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 |
|---|---|---|---|---|---|---|
| BETTERWEALTH LLC | Independent wealth | Apr 5, 2019 | n/a | yes | PARK CITY, UT|SAN JOSE, CA | Current employment |
| WEALTH DESIGN, LLC | Former SEC adviser | Oct 8, 2012 | Jul 1, 2015 | no | SAN JOSE, CA | Previous registration |
| EDWARD JONES | National bd RIA | Sep 21, 2006 | Oct 8, 2012 | no | CUPERTINO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTH DESIGN, LLC | BETTERWEALTH LLC | Jul 1, 2015 | Apr 5, 2019 | 1,374 | Firm change after gap | Other |
| EDWARD JONES | WEALTH DESIGN, LLC | Oct 8, 2012 | Oct 8, 2012 | 0 | Firm change | Other |