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Reading the graph
Advisor at AMERICAN MONEY MANAGEMENT, LLC
RANCHO SANTA FE, CA | Morena Valley, 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 |
|---|---|---|---|---|---|---|
| AMERICAN MONEY MANAGEMENT, LLC | Independent wealth | Jul 18, 2008 | n/a | yes | RANCHO SANTA FE, CA|Morena Valley, CA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 2, 2007 | May 23, 2008 | no | NEWPORT BEACH, CA | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Nov 18, 2005 | Feb 6, 2007 | no | SANTA ANA, CA|SANTA ANA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | AMERICAN MONEY MANAGEMENT, LLC | May 23, 2008 | Jul 18, 2008 | 56 | Firm change | Other |
| MORGAN STANLEY DW INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Feb 6, 2007 | Feb 2, 2007 | -4 | Firm change | Other |