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Advisor at ALLWORTH FINANCIAL, L.P.
YUBA CITY, CA | FOLSOM, 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 |
|---|---|---|---|---|---|---|
| ALLWORTH FINANCIAL, L.P. | Bd affiliated wealth | Dec 6, 2024 | n/a | yes | YUBA CITY, CA|FOLSOM, CA | Current employment |
| RYAN WEALTH MANAGEMENT | Former SEC adviser | Aug 9, 2018 | Mar 31, 2025 | no | YUBA CITY, CA | Previous registration |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Aug 13, 2003 | Dec 4, 2024 | no | YUBA CITY, CA|YUBA CITY, CA|SPOKANE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RYAN WEALTH MANAGEMENT | ALLWORTH FINANCIAL, L.P. | Mar 31, 2025 | Dec 6, 2024 | -115 | Firm change after gap | RIA to ibd |
| OSAIC WEALTH, INC. | RYAN WEALTH MANAGEMENT | Dec 4, 2024 | Aug 9, 2018 | -2,309 | Firm change after gap | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 296851:111167:CA:2025-03-31 | Mar 31, 2025 | Dec 6, 2024 | YUBA CITY, CA | Firm change after gap |