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Advisor at VISTICA WEALTH ADVISORS, LLC
San Diego, CA | 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 |
|---|---|---|---|---|---|---|
| VISTICA WEALTH ADVISORS, LLC | Independent wealth | Jan 24, 2025 | n/a | yes | CARLSBAD, CA|San Diego, CA | Current employment |
| SKOCZEK & ASSOCIATES, LLC | n/a | Oct 10, 2006 | Jun 20, 2025 | no | SAN DIEGO, CA | Previous registration |
| STRATEGIC WEALTH MANAGEMENT INC | n/a | Feb 20, 2004 | Aug 29, 2006 | no | TEMECULA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SKOCZEK & ASSOCIATES, LLC | VISTICA WEALTH ADVISORS, LLC | Jun 20, 2025 | Jan 24, 2025 | -147 | Firm change after gap | Other |
| STRATEGIC WEALTH MANAGEMENT INC | SKOCZEK & ASSOCIATES, LLC | Aug 29, 2006 | Oct 10, 2006 | 42 | Firm change | Other |