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Reading the graph
Advisor at ADVISOR RESOURCE COUNCIL
SANTA ROSA, CA | DALLAS, TX | 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 |
|---|---|---|---|---|---|---|
| ADVISOR RESOURCE COUNCIL | Independent wealth | Apr 2, 2024 | n/a | yes | Santa Rosa, CA|DALLAS, TX | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 5, 2001 | n/a | yes | SANTA ROSA, CA | Current employment |
| THE WEALTH CONSULTING GROUP | Independent wealth | Jan 10, 2019 | Apr 1, 2024 | no | Santa Rosa, CA|LAS VEGAS, NV | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE WEALTH CONSULTING GROUP | ADVISOR RESOURCE COUNCIL | Apr 1, 2024 | Apr 2, 2024 | 1 | Firm change | RIA to RIA |