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Advisor at JOYNER FINANCIAL PLANNING LLC
SAN FRANCISCO, 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 |
|---|---|---|---|---|---|---|
| JOYNER FINANCIAL PLANNING LLC | State registered | Jul 9, 2025 | n/a | yes | SAN FRANCISCO, CA | Current employment |
| NORTH BERKELEY WEALTH MANAGEMENT, LLC | Independent wealth | Nov 29, 2021 | Oct 8, 2024 | no | BERKELEY, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTH BERKELEY WEALTH MANAGEMENT, LLC | JOYNER FINANCIAL PLANNING LLC | Oct 8, 2024 | Jul 9, 2025 | 274 | Firm change | RIA to state RIA |