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Advisor at SAPIENT ROAD WEALTH MANAGEMENT, LLC
SAN DIEGO, 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 |
|---|---|---|---|---|---|---|
| SAPIENT ROAD WEALTH MANAGEMENT, LLC | State registered | Aug 31, 2026 | n/a | yes | SAN DIEGO, CA | Current employment |
| BLOCK WEALTH MANAGEMENT, INC | Independent wealth | May 22, 2008 | Jan 2, 2014 | no | MARVIN, NC | Previous registration |
| PREMIER FINANCIAL PLANNING, LLP | n/a | Jan 4, 2008 | May 21, 2008 | no | ESCONDIDO, CA | Previous registration |
| PREMIER FINANCIAL PLANNING, LLP | n/a | Jan 3, 2007 | Dec 31, 2007 | no | ESCONDIDO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BLOCK WEALTH MANAGEMENT, INC | SAPIENT ROAD WEALTH MANAGEMENT, LLC | Jan 2, 2014 | Aug 31, 2026 | 4,624 | Firm change after gap | Other |
| PREMIER FINANCIAL PLANNING, LLP | BLOCK WEALTH MANAGEMENT, INC | May 21, 2008 | May 22, 2008 | 1 | Firm change | Other |