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Advisor at CANTERBURY CONSULTING INCORPORATED
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 |
|---|---|---|---|---|---|---|
| CANTERBURY CONSULTING INCORPORATED | Independent wealth | Mar 7, 2026 | n/a | yes | NEWPORT BEACH, CA | Current employment |
| CANTERBURY CONSULTING INCORPORATED | Independent wealth | Oct 2, 2014 | Jul 2, 2020 | no | NEWPORT BEACH, CA | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Mar 26, 2002 | Aug 19, 2002 | no | IRVINE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | CANTERBURY CONSULTING INCORPORATED | Aug 19, 2002 | Oct 2, 2014 | 4,427 | Firm change after gap | Other |