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Advisor at PRIMERICA ADVISORS
OAKDALE, 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 |
|---|---|---|---|---|---|---|
| PRIMERICA ADVISORS | National bd RIA | Apr 30, 2024 | n/a | yes | OAKDALE, CA | Current employment |
| CROWN CAPITAL SECURITIES, L.P. | Former SEC adviser | May 22, 2019 | Mar 18, 2024 | no | FREMONT, CA|ORANGE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CROWN CAPITAL SECURITIES, L.P. | PRIMERICA ADVISORS | Mar 18, 2024 | Apr 30, 2024 | 43 | Firm change | Ibd to ibd |