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Advisor at ARGENT WEALTH ADVISORS, LLC
LAFAYETTE, 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 |
|---|---|---|---|---|---|---|
| ARGENT WEALTH ADVISORS, LLC | State registered | Jan 1, 2025 | n/a | yes | LAFAYETTE, CA|LAFAYETTE, CA | Current employment |
| FINANCIAL TELESIS, INC. | Former SEC adviser | Jun 2, 2010 | Sep 26, 2014 | no | SAN RAFAEL, CA|Walnut Creek, CA | Previous registration |
| SHELTON CAPITAL MANAGEMENT | Mixed wealth | Aug 9, 2004 | Jun 7, 2010 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIAL TELESIS, INC. | ARGENT WEALTH ADVISORS, LLC | Sep 26, 2014 | Jan 1, 2025 | 3,750 | Firm change after gap | Other |
| SHELTON CAPITAL MANAGEMENT | FINANCIAL TELESIS, INC. | Jun 7, 2010 | Jun 2, 2010 | -5 | Firm change | Other |