DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at SPEARHEAD ADVISORS, LLC
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 |
|---|---|---|---|---|---|---|
| SPEARHEAD ADVISORS, LLC | State registered | May 19, 2025 | n/a | yes | Newport Beach, CA | Current employment |
| ELEVATE WEALTH ADVISORS, LLC | State registered | Mar 1, 2023 | Dec 3, 2024 | no | Newport Beach, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ELEVATE WEALTH ADVISORS, LLC | SPEARHEAD ADVISORS, LLC | Dec 3, 2024 | May 19, 2025 | 167 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 323825:316684:CA:2024-12-03 | Dec 3, 2024 | May 19, 2025 | NEWPORT BEACH, CA | Firm change |