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Advisor at FORONJY FINANCIAL
SANTA BARBARA, CA | San Luis Obispo, 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 |
|---|---|---|---|---|---|---|
| FORONJY FINANCIAL | Independent wealth | Mar 21, 2025 | n/a | yes | SANTA BARBARA, CA|San Luis Obispo, CA | Current employment |
| EP WEALTH ADVISORS | Independent wealth | Apr 18, 2024 | Apr 22, 2025 | no | San Luis Obispo, CA|TORRANCE, CA | Previous registration |
| WACKER WEALTH PARTNERS, LLC | Former SEC adviser | Jan 31, 2023 | Apr 30, 2024 | no | SAN LUIS OBISPO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EP WEALTH ADVISORS | FORONJY FINANCIAL | Apr 22, 2025 | Mar 21, 2025 | -32 | Firm change after gap | RIA to RIA |
| WACKER WEALTH PARTNERS, LLC | EP WEALTH ADVISORS | Apr 30, 2024 | Apr 18, 2024 | -12 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 145931:111147:CA:2024-04-30 | Apr 30, 2024 | Apr 18, 2024 | SAN LUIS OBISPO, CA | Firm change |