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Advisor at THEPARTNERS WEALTH MANAGEMENT
CARMEL BY THE SEA, CA | Tucson, AZ
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 |
|---|---|---|---|---|---|---|
| THEPARTNERS WEALTH MANAGEMENT | Independent wealth | Sep 18, 2024 | n/a | yes | CARMEL BY THE SEA, CA|Tucson, AZ | Current employment |
| SCF INVESTMENT ADVISORS, INC. | Former SEC adviser | May 25, 2023 | Oct 17, 2024 | no | Safford, AZ|SAN DIEGO, CA | Previous registration |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Jan 6, 2012 | May 25, 2023 | no | Tucson, AZ|TUCSON, AZ | Previous registration |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | n/a | May 4, 2007 | Jan 6, 2012 | no | TUCSON, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SCF INVESTMENT ADVISORS, INC. | THEPARTNERS WEALTH MANAGEMENT | Oct 17, 2024 | Sep 18, 2024 | -29 | Firm change | Ibd to RIA |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | SCF INVESTMENT ADVISORS, INC. | May 25, 2023 | May 25, 2023 | 0 | Firm change | Ibd to ibd |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | Jan 6, 2012 | Jan 6, 2012 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 123608:314816:CA:2024-10-17 | Oct 17, 2024 | Sep 18, 2024 | SAN DIEGO, CA | Firm change |