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Reading the graph
Advisor at THREADLINE WEALTH
BELLEVUE, WA | Santa Rosa, 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 |
|---|---|---|---|---|---|---|
| THREADLINE WEALTH | Independent wealth | Jan 1, 2026 | n/a | yes | Santa Rosa, CA|BELLEVUE, WA | Current employment |
| WINANS INVESTMENTS | Independent wealth | Jun 26, 2019 | Jan 31, 2020 | no | LAS VEGAS, NV|NOVATO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WINANS INVESTMENTS | THREADLINE WEALTH | Jan 31, 2020 | Jan 1, 2026 | 2,162 | Firm change after gap | RIA to RIA |