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Advisor at WARREN STREET WEALTH ADVISORS, LLC
IRVINE, 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 |
|---|---|---|---|---|---|---|
| WARREN STREET WEALTH ADVISORS, LLC | Independent wealth | May 29, 2026 | n/a | yes | IRVINE, CA | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Oct 8, 2018 | Apr 3, 2026 | no | Newport Beach, CA|Aliso Viejo, CA|Laguna Niguel, CA | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Mar 6, 2007 | Dec 13, 2017 | no | NEWPORT BEACH, CA | Previous registration |
| DFC INVESTOR SERVICES | n/a | Feb 23, 2004 | Feb 28, 2007 | no | IRVINE, CA|IRVINE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | WARREN STREET WEALTH ADVISORS, LLC | Apr 3, 2026 | May 29, 2026 | 56 | Firm change | Ibd to RIA |
| DFC INVESTOR SERVICES | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Feb 28, 2007 | Mar 6, 2007 | 6 | Firm change | Other |