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Advisor at SHIFT 4 ADVISORS, INC.
MURRIETA, 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 |
|---|---|---|---|---|---|---|
| SHIFT 4 ADVISORS, INC. | State registered | Jan 1, 2026 | n/a | yes | MURRIETA, CA | Current employment |
| SHIFT 4 ADVISORS, INC. | State registered | Feb 8, 2024 | Dec 31, 2024 | no | Murrieta, CA | Previous registration |
| PALOMAR ADVISORS INC. | Mixed wealth | Feb 20, 2019 | Dec 31, 2023 | no | MURRIETA, CA|TEMECULA, CA|MURRIETA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PALOMAR ADVISORS INC. | SHIFT 4 ADVISORS, INC. | Dec 31, 2023 | Feb 8, 2024 | 39 | Firm change | RIA to state RIA |