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Advisor at WEALTHFRONT ADVISERS LLC
PALO ALTO, 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 |
|---|---|---|---|---|---|---|
| WEALTHFRONT ADVISERS LLC | Bd affiliated wealth | Jun 26, 2017 | n/a | yes | PALO ALTO, CA | Current employment |
| NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | Former SEC adviser | Mar 26, 2015 | Jun 19, 2017 | no | El Segundo, CA | Previous registration |
| WADDELL & REED | Former SEC adviser | Jul 30, 2014 | Feb 13, 2015 | no | PASADENA, CA|LAS VEGAS, NV | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | WEALTHFRONT ADVISERS LLC | Jun 19, 2017 | Jun 26, 2017 | 7 | Firm change | Other |
| WADDELL & REED | NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | Feb 13, 2015 | Mar 26, 2015 | 41 | Firm change | Other |