DFX Intelligence
Advisors
Advisors registered through Allworth Financial, L.P.About this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
310 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| David Weiss dual registrant | Allworth Financial, L.P. BD affiliated | Folsom, Ca | Mar 6, 2026 | 30 y | 2 | 1 |
| Jack Welty | Allworth Financial, L.P. BD affiliated | Sacramento, Ca | Jul 11, 2024 | 15 y | 0 | 1 |
| Casey West Certified Financial Planner, Chartered Financial Analyst | Allworth Financial, L.P. BD affiliated | Folsom, Ca | Sep 11, 2026 | 15 y | 0 | 1 |
| D•••• W••••••• | A••••••• F••••••••• L••• BD affiliated | Folsom, Ca | Apr 5, 2024 | 12 y | 0 | 1 |
| M•••••• B•••• W••••••• | A••••••• F••••••••• L••• BD affiliated | Sacramento, Ca | Jan 7, 2020 | 42 y | 1 | 1 |
| D•••••• R• W•••••• Certified Financial Planner | A••••••• F••••••••• L••• BD affiliated | Folsom, Ca | Jun 1, 2022 | 18 y | 4 | 1 |
| S•••• P•••••• Y••• Certified Financial Planner | A••••••• F••••••••• L••• BD affiliated | Campbell, Ca | Dec 21, 2023 | 30 y | 1 | 1 |
| J•••• K•• S••• Y•• dual registrant | A••••••• F••••••••• L••• BD affiliated | Folsom, Ca | Dec 20, 2021 | 16 y | 0 | 1 |
| K••• M•••••• Y•••• | A••••••• F••••••••• L••• BD affiliated | Indianapolis, In | May 29, 2025 | 12 y | 0 | 1 |
| P••• K•••• Z•••••• | A••••••• F••••••••• L••• BD affiliated | Sacramento, Ca | Jan 7, 2020 | 28 y | 1 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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