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Advisor at ALLWORTH FINANCIAL, L.P.
Indianapolis, IN | 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 | Dec 2, 2024 | n/a | yes | Indianapolis, IN|FOLSOM, CA | Current employment |
| WEALTHPOINT ADVISORS LLC | Former SEC adviser | Jan 3, 2018 | Dec 31, 2024 | no | INDIANAPOLIS, IN | Previous registration |
| WEALTHPOINT ADVISORS LLC | Former SEC adviser | Sep 25, 2009 | Dec 31, 2017 | no | INDIANAPOLIS, IN | Previous registration |
| PILE WEALTH MANAGEMENT | Independent wealth | Dec 20, 2002 | Dec 31, 2002 | no | INDIANAPOLIS, IN | Previous registration |
| PILE WEALTH MANAGEMENT | Independent wealth | Nov 5, 1998 | Oct 20, 2009 | no | INDIANAPOLIS, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHPOINT ADVISORS LLC | ALLWORTH FINANCIAL, L.P. | Dec 31, 2024 | Dec 2, 2024 | -29 | Firm change | RIA to ibd |
| PILE WEALTH MANAGEMENT | WEALTHPOINT ADVISORS LLC | Dec 31, 2002 | Sep 25, 2009 | 2,460 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 151723:111167:IN:2024-12-31 | Dec 31, 2024 | Dec 2, 2024 | INDIANAPOLIS, IN | Firm change |