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Advisor at PREMIER WEALTH ADVISORS, 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 |
|---|---|---|---|---|---|---|
| PREMIER WEALTH ADVISORS, LLC | Independent wealth | Jan 24, 2019 | n/a | yes | SAN DIEGO, CA | Current employment |
| INDEPENDENT FINANCIAL GROUP, LLC | Bd affiliated wealth | Nov 10, 2005 | n/a | yes | SAN DIEGO, CA | Current employment |
| FINANCIAL DESIGNS LTD. | n/a | Nov 19, 2002 | Mar 5, 2013 | no | SAN DIEGO, CA|SAN DIEGO, CA | Previous registration |
| QA3 FINANCIAL LLC | n/a | Aug 26, 2002 | Mar 9, 2004 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIAL DESIGNS LTD. | INDEPENDENT FINANCIAL GROUP, LLC | Mar 5, 2013 | Nov 10, 2005 | -2,672 | Firm change after gap | Other |
| QA3 FINANCIAL LLC | FINANCIAL DESIGNS LTD. | Mar 9, 2004 | Nov 19, 2002 | -476 | Firm change after gap | Other |