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Advisor at TURNER FINANCIAL GROUP, INC.
PACE, FL | Tulsa, OK
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 |
|---|---|---|---|---|---|---|
| TURNER FINANCIAL GROUP, INC. | Independent wealth | Nov 13, 2023 | n/a | yes | PACE, FL|Tulsa, OK | Current employment |
| CLARAPHI ADVISORY NETWORK, LLC | Independent wealth | Jun 15, 2022 | Dec 12, 2023 | no | Tulsa, OK|ALISO VIEJO, CA | Previous registration |
| REALTA INVESTMENT ADVISORS, INC | Bd affiliated wealth | Jul 30, 2021 | Jun 15, 2022 | no | WILMINGTON, DE|TULSA, OK | Previous registration |
| CLARAPHI ADVISORY NETWORK, LLC | Independent wealth | Mar 25, 2016 | Jul 29, 2021 | no | Tulsa, OK|ALISO VIEJO, CA|Tulsa, OK | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 23, 1996 | Jun 18, 2012 | no | TULSA, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CLARAPHI ADVISORY NETWORK, LLC | TURNER FINANCIAL GROUP, INC. | Dec 12, 2023 | Nov 13, 2023 | -29 | Firm change | RIA to RIA |
| REALTA INVESTMENT ADVISORS, INC | CLARAPHI ADVISORY NETWORK, LLC | Jun 15, 2022 | Jun 15, 2022 | 0 | Firm change | Ibd to RIA |
| CLARAPHI ADVISORY NETWORK, LLC | REALTA INVESTMENT ADVISORS, INC | Jul 29, 2021 | Jul 30, 2021 | 1 | Firm change | RIA to ibd |
| LPL FINANCIAL LLC | CLARAPHI ADVISORY NETWORK, LLC | Jun 18, 2012 | Mar 25, 2016 | 1,376 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 165868:134204:CA:2023-12-12 | Dec 12, 2023 | Nov 13, 2023 | ALISO VIEJO, CA | Firm change |