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Advisor at NARUS FINANCIAL PARTNERS, LLC
SALT LAKE CITY, UT | Prescott, AZ
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 |
|---|---|---|---|---|---|---|
| NARUS FINANCIAL PARTNERS, LLC | Independent wealth | Nov 3, 2014 | n/a | yes | SALT LAKE CITY, UT|Prescott, AZ | Current employment |
| SCHWAB WEALTH ADVISORY, INC. | No RAUM reported | Jan 3, 2012 | Oct 22, 2014 | no | PHOENIX, AZ | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Feb 20, 2008 | Dec 31, 2011 | no | PHOENIX, AZ|PHOENIX, AZ|Phoenix, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | NARUS FINANCIAL PARTNERS, LLC | Oct 22, 2014 | Nov 3, 2014 | 12 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | SCHWAB WEALTH ADVISORY, INC. | Dec 31, 2011 | Jan 3, 2012 | 3 | Bulk transfer | Other |