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Advisor at WRIGHT PRIVATE ASSET MANAGEMENT LLC
Knoxville, TN | SHELTON, CT | CENTENNIAL, CO
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 |
|---|---|---|---|---|---|---|
| WRIGHT PRIVATE ASSET MANAGEMENT LLC | Mixed wealth | May 11, 2026 | n/a | yes | Knoxville, TN|SHELTON, CT | Current employment |
| VISIONARY PLANNING & INVESTMENT, LLC | State registered | Jan 1, 2025 | n/a | yes | Knoxville, TN|CENTENNIAL, CO | Current employment |
| SCHWAB WEALTH ADVISORY, INC. | No RAUM reported | Dec 2, 2016 | Jan 26, 2017 | no | Lone Tree, CO | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Oct 3, 2005 | Dec 2, 2016 | no | ENGLEWOOD, CO|ENGLEWOOD, CO|ENGLEWOOD, CO|ENGLEWOOD, CO|Lone Tree, CO | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Oct 30, 2003 | Nov 24, 2004 | no | DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | VISIONARY PLANNING & INVESTMENT, LLC | Jan 26, 2017 | Jan 1, 2025 | 2,897 | Firm change after gap | Other |
| CHARLES SCHWAB & CO., INC. | SCHWAB WEALTH ADVISORY, INC. | Dec 2, 2016 | Dec 2, 2016 | 0 | Channel change | Other |