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Advisor at WEALTH COMPASS FINANCIAL, INC.
CARLSBAD, CA | Carlsbad, 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 |
|---|---|---|---|---|---|---|
| WEALTH COMPASS FINANCIAL, INC. | Independent wealth | Feb 4, 2026 | n/a | yes | CARLSBAD, CA|Carlsbad, CA | Current employment |
| WEALTH COMPASS FINANCIAL, INC. | Independent wealth | Nov 8, 2017 | Dec 31, 2020 | no | CARLSBAD, CA|Carlsbad, CA | Previous registration |
| GUNDERSON CAPITAL MANAGEMENT | Independent wealth | Jul 16, 2015 | Sep 14, 2016 | no | MOUNT PLEASANT, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GUNDERSON CAPITAL MANAGEMENT | WEALTH COMPASS FINANCIAL, INC. | Sep 14, 2016 | Nov 8, 2017 | 420 | Firm change after gap | Other |