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Advisor at CENTURA WEALTH ADVISORY
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 |
|---|---|---|---|---|---|---|
| CENTURA WEALTH ADVISORY | Independent wealth | Jun 10, 2018 | n/a | yes | SAN DIEGO, CA | Current employment |
| DANIEL WEALTH ADVISORS | Former SEC adviser | Mar 9, 2018 | Nov 1, 2018 | no | San Diego, CA | Previous registration |
| DANIEL WEALTH ADVISORS | Former SEC adviser | Mar 2, 2015 | Dec 31, 2017 | no | SAN DIEGO, CA|CORONA DEL MAR, CA | Previous registration |
| CENTARA CAPITAL MANAGEMENT GROUP, INC. | Former SEC adviser | Jul 11, 2002 | Jun 30, 2014 | no | SAN DIEGO, CA|SAN DIEGO, CA | Previous registration |
| FINANCIAL WEST GROUP | Former SEC adviser | Apr 12, 2001 | Aug 25, 2004 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DANIEL WEALTH ADVISORS | CENTURA WEALTH ADVISORY | Nov 1, 2018 | Jun 10, 2018 | -144 | Firm change after gap | RIA to new firm |
| CENTARA CAPITAL MANAGEMENT GROUP, INC. | DANIEL WEALTH ADVISORS | Jun 30, 2014 | Mar 2, 2015 | 245 | Firm change | Other |
| FINANCIAL WEST GROUP | CENTARA CAPITAL MANAGEMENT GROUP, INC. | Aug 25, 2004 | Jul 11, 2002 | -776 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 150382:296985:CA:2018-11-01 | Nov 1, 2018 | Jun 10, 2018 | SAN DIEGO, CA | Firm change after gap |