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Reading the graph
Advisor at CUTLER INVESTMENT GROUP
JACKSONVILLE, OR | Newport Beach, 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 |
|---|---|---|---|---|---|---|
| CUTLER INVESTMENT GROUP | Independent wealth | Jun 2, 2025 | n/a | yes | Newport Beach, CA|JACKSONVILLE, OR | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jan 25, 2023 | Apr 28, 2025 | no | RANCHO PALOS VERDES, CA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 13, 2021 | Sep 13, 2022 | no | LONG BEACH, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | CUTLER INVESTMENT GROUP | Apr 28, 2025 | Jun 2, 2025 | 35 | Firm change | Ibd to RIA |
| WELLS FARGO ADVISORS | LPL FINANCIAL LLC | Sep 13, 2022 | Jan 25, 2023 | 134 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:6413:CA:2022-09-13 | Sep 13, 2022 | Jan 25, 2023 | LONG BEACH, CA | Firm change |