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Advisor at CALIFORNIA FINANCIAL ADVISORS
SAN RAMON, 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 |
|---|---|---|---|---|---|---|
| CALIFORNIA FINANCIAL ADVISORS | Independent wealth | Feb 18, 2026 | n/a | yes | SAN RAMON, CA | Current employment |
| PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC | Independent wealth | Jan 5, 2024 | Jan 30, 2026 | no | CARMEL, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC | CALIFORNIA FINANCIAL ADVISORS | Jan 30, 2026 | Feb 18, 2026 | 19 | Firm change | RIA to RIA |