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Advisor at CONTINUUM ADVISORY, LLC
EAGLE, ID | Honolulu, HI
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 |
|---|---|---|---|---|---|---|
| CONTINUUM ADVISORY, LLC | Independent wealth | Apr 22, 2026 | n/a | yes | Honolulu, HI|EAGLE, ID | Current employment |
| ADVOCACY WEALTH MANAGEMENT, LLC | Independent wealth | May 11, 2022 | Jul 18, 2023 | no | Honolulu, HI | Previous registration |
| SIGNATOR INVESTORS, INC. | Former SEC adviser | May 13, 2016 | Dec 31, 2017 | no | HONOLULU, HI|SOUTH PASADENA, CA | Previous registration |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Sep 4, 2009 | May 13, 2016 | no | HONOLULU, HI|PASADENA, CA | Previous registration |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | n/a | Nov 26, 2007 | Sep 4, 2009 | no | KAHULUI, HI|HONOLULU, HI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVOCACY WEALTH MANAGEMENT, LLC | CONTINUUM ADVISORY, LLC | Jul 18, 2023 | Apr 22, 2026 | 1,009 | Firm change after gap | RIA to RIA |
| SIGNATOR INVESTORS, INC. | ADVOCACY WEALTH MANAGEMENT, LLC | Dec 31, 2017 | May 11, 2022 | 1,592 | Firm change after gap | Other |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | SIGNATOR INVESTORS, INC. | May 13, 2016 | May 13, 2016 | 0 | Bulk transfer | Other |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | Sep 4, 2009 | Sep 4, 2009 | 0 | Bulk transfer | Other |