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Advisor at ALLWORTH FINANCIAL, L.P.
Walnut Creek, 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 | Jan 12, 2026 | n/a | yes | Walnut Creek, CA|FOLSOM, CA | Current employment |
| DEL MONTE GROUP, LLC | Former SEC adviser | Oct 1, 1992 | Jun 13, 2024 | no | ALAMO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DEL MONTE GROUP, LLC | ALLWORTH FINANCIAL, L.P. | Jun 13, 2024 | Jan 12, 2026 | 578 | Firm change after gap | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106669:111167:CA:2024-06-12 | Jun 13, 2024 | Jan 12, 2026 | ALAMO, CA | Firm change after gap |