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Advisor at GOLDEN STATE WEALTH MANAGEMENT, LLC
EL DORADO HILLS, CA | GRANITE BAY, CA | El Dorado Hills, CA | POWELL, WY | WESTLAKE VILLAGE, 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 |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 2, 2021 | n/a | yes | EL DORADO HILLS, CA|WESTLAKE VILLAGE, CA|GRANITE BAY, CA | Current employment |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | Independent wealth | Nov 14, 2017 | n/a | yes | POWELL, WY|El Dorado Hills, CA | Current employment |
| GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC | Former SEC adviser | Jul 10, 2015 | Mar 29, 2019 | no | SACRAMENTO, CA | Previous registration |
| EDWARD JONES | National bd RIA | Nov 6, 2006 | Jun 30, 2015 | no | EL DORADO HILLS, CA|EL DORADO HILLS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC | GOLDEN STATE WEALTH MANAGEMENT, LLC | Mar 29, 2019 | Nov 14, 2017 | -500 | Firm change after gap | Other |
| EDWARD JONES | GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC | Jun 30, 2015 | Jul 10, 2015 | 10 | Firm change | Other |