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Advisor at ALLWORTH FINANCIAL, L.P.
FOLSOM, CA | YUBA CITY, 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 16, 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 | Dec 15, 2011 | Dec 4, 2024 | no | YUBA CITY, CA | Previous registration |
| RANDY MEYER INVESTMENT MANAGEMENT, LLC | n/a | Jul 22, 2010 | Dec 31, 2011 | no | YUBA CITY, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RYAN WEALTH MANAGEMENT | ALLWORTH FINANCIAL, L.P. | Mar 31, 2025 | Dec 16, 2024 | -105 | 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 |
| RANDY MEYER INVESTMENT MANAGEMENT, LLC | OSAIC WEALTH, INC. | Dec 31, 2011 | Dec 15, 2011 | -16 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 296851:111167:CA:2025-03-31 | Mar 31, 2025 | Dec 16, 2024 | YUBA CITY, CA | Firm change after gap |
| 23131:296851:CA:2024-12-04 | Dec 4, 2024 | Aug 9, 2018 | YUBA CITY, CA | Firm change after gap |