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Advisor at ASSEMBLY WEALTH
MILL VALLEY, 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 |
|---|---|---|---|---|---|---|
| ASSEMBLY WEALTH | Independent wealth | Feb 10, 2004 | n/a | yes | MILL VALLEY, CA | Current employment |
| THE INVESTMENT CENTER, INC. | n/a | Apr 25, 1994 | Jun 23, 2004 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE INVESTMENT CENTER, INC. | ASSEMBLY WEALTH | Jun 23, 2004 | Feb 10, 2004 | -134 | Firm change after gap | Other |