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Advisor at TWIN PEAKS WEALTH ADVISORS
EL SEGUNDO , CA | ORANGE, CA | 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 |
|---|---|---|---|---|---|---|
| TWIN PEAKS WEALTH ADVISORS | Independent wealth | Jan 20, 2026 | n/a | yes | ORANGE, CA|SAN FRANCISCO, CA|EL SEGUNDO , CA | Current employment |
| M HOLDINGS SECURITIES, INC. | Bd affiliated wealth | Aug 13, 2024 | Apr 1, 2025 | no | OXNARD, CA | Previous registration |
| TANAGER WEALTH MANAGEMENT | Independent wealth | Dec 20, 2023 | Jun 11, 2024 | no | London | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| M HOLDINGS SECURITIES, INC. | TWIN PEAKS WEALTH ADVISORS | Apr 1, 2025 | Jan 20, 2026 | 294 | Firm change | Ibd to RIA |
| TANAGER WEALTH MANAGEMENT | M HOLDINGS SECURITIES, INC. | Jun 11, 2024 | Aug 13, 2024 | 63 | Firm change | RIA to ibd |