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Advisor at SEASIDE WEALTH MANAGEMENT, INC.
CARLSBAD, 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 |
|---|---|---|---|---|---|---|
| SEASIDE WEALTH MANAGEMENT, INC. | Independent wealth | Feb 4, 2026 | n/a | yes | CARLSBAD, CA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | May 13, 2019 | Jan 12, 2026 | no | IRVINE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | SEASIDE WEALTH MANAGEMENT, INC. | Jan 12, 2026 | Feb 4, 2026 | 23 | Firm change | Wirehouse to RIA |