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Advisor at BRIGHTON JONES LLC
SEATTLE, WA | Scottsdale, AZ
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 |
|---|---|---|---|---|---|---|
| BRIGHTON JONES LLC | Independent wealth | Sep 14, 2015 | n/a | yes | Scottsdale, AZ|SEATTLE, WA | Current employment |
| BRIGHTON JONES LLC | Independent wealth | Jun 27, 2012 | Dec 31, 2016 | no | SCOTTSDALE, AZ|SEATTLE, WA | Previous registration |
| SCHWAB WEALTH ADVISORY, INC. | No RAUM reported | Jan 3, 2012 | Apr 4, 2012 | no | PHOENIX, AZ | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jul 9, 2007 | Dec 31, 2011 | no | PHOENIX, AZ|Phoenix, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | BRIGHTON JONES LLC | Apr 4, 2012 | Jun 27, 2012 | 84 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | SCHWAB WEALTH ADVISORY, INC. | Dec 31, 2011 | Jan 3, 2012 | 3 | Bulk transfer | Other |