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Advisor at CORVUS WEALTH ADVISORS LLC
TEMPLETON, 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 |
|---|---|---|---|---|---|---|
| CORVUS WEALTH ADVISORS LLC | Independent wealth | Dec 15, 2020 | n/a | yes | TEMPLETON, CA | Current employment |
| GARCIA WEALTH MANAGEMENT GROUP, INC. | Former SEC adviser | Mar 7, 2012 | Mar 29, 2021 | no | TEMPLETON, CA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Feb 21, 2003 | Jun 12, 2013 | no | SAN LUIS OBISPO, CA|TEMPLETON, CA|ATASCADERO, CA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Mar 22, 2000 | Feb 24, 2003 | no | SAN LUIS OBISPO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GARCIA WEALTH MANAGEMENT GROUP, INC. | CORVUS WEALTH ADVISORS LLC | Mar 29, 2021 | Dec 15, 2020 | -104 | Firm change after gap | Other |
| LPL FINANCIAL LLC | GARCIA WEALTH MANAGEMENT GROUP, INC. | Jun 12, 2013 | Mar 7, 2012 | -462 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | LPL FINANCIAL LLC | Feb 24, 2003 | Feb 21, 2003 | -3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 158082:311261:CA:2021-03-29 | Mar 29, 2021 | Dec 15, 2020 | TEMPLETON, CA | Firm change after gap |