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Reading the graph
Advisor at KCM INVESTMENT ADVISORS
GREENBRAE, 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 |
|---|---|---|---|---|---|---|
| KCM INVESTMENT ADVISORS | Independent wealth | Aug 9, 2022 | n/a | yes | GREENBRAE, CA | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Dec 5, 2008 | Jul 12, 2021 | no | San Francisco, CA|San Francisco, CA|San Francisco, CA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Sep 29, 2006 | May 23, 2008 | no | SAN FRANCISCO, CA|SAN FRANCISCO, CA|SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | KCM INVESTMENT ADVISORS | Jul 12, 2021 | Aug 9, 2022 | 393 | Firm change | Ibd to RIA |