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Advisor at CAPITAL ANALYSTS
Fort Washington, PA | Phoenix, AZ
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 |
|---|---|---|---|---|---|---|
| CAPITAL ANALYSTS | Bd affiliated wealth | Jul 3, 2024 | n/a | yes | Phoenix, AZ | Current employment |
| LINCOLN INVESTMENT | Independent wealth | Jul 3, 2024 | n/a | yes | Fort Washington, PA|Phoenix, AZ | Current employment |
| NORTHSIGHT WEALTH MANAGEMENT | n/a | Feb 4, 2022 | Jul 3, 2024 | no | SCOTTSDALE, AZ|Phoenix, AZ | Previous registration |
| INTEGRATED FINANCIAL SOLUTIONS, PLLC | State registered | Nov 16, 2018 | Feb 4, 2022 | no | PHOENIX, AZ|MESA, AZ | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jun 1, 2017 | Nov 21, 2018 | no | SCOTTSDALE, AZ|MESA, AZ | Previous registration |
| CLARUS WEALTH ADVISORS, LLC | Independent wealth | Oct 24, 2016 | May 25, 2017 | no | PEORIA, AZ | Previous registration |
| WFG ADVISORS, LP | Former SEC adviser | Oct 31, 2014 | May 24, 2017 | no | PEORIA, AZ | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Jul 31, 2014 | Nov 6, 2014 | no | TEMPE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHSIGHT WEALTH MANAGEMENT | CAPITAL ANALYSTS | Jul 3, 2024 | Jul 3, 2024 | 0 | Firm change | Other |
| INTEGRATED FINANCIAL SOLUTIONS, PLLC | NORTHSIGHT WEALTH MANAGEMENT | Feb 4, 2022 | Feb 4, 2022 | 0 | Firm change | Other |
| EQUITABLE ADVISORS, LLC | INTEGRATED FINANCIAL SOLUTIONS, PLLC | Nov 21, 2018 | Nov 16, 2018 | -5 | Firm change | Ibd to state RIA |
| CLARUS WEALTH ADVISORS, LLC | EQUITABLE ADVISORS, LLC | May 25, 2017 | Jun 1, 2017 | 7 | Firm change | Other |
| WFG ADVISORS, LP | CLARUS WEALTH ADVISORS, LLC | May 24, 2017 | Oct 24, 2016 | -212 | Firm change after gap | Other |
| MSI FINANCIAL SERVICES, INC. | WFG ADVISORS, LP | Nov 6, 2014 | Oct 31, 2014 | -6 | Firm change | Other |