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Advisor at VELA CONSULTING, LLC
YORBA LINDA, 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 |
|---|---|---|---|---|---|---|
| VELA CONSULTING, LLC | State registered | Dec 5, 2025 | n/a | yes | YORBA LINDA, CA | Current employment |
| AK FINANCIAL GROUP | Former SEC adviser | Feb 26, 2015 | Jul 31, 2019 | no | IRVINE, CA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jan 9, 2015 | Mar 4, 2016 | no | IRVINE, CA|IRVINE, CA|LA MESA, CA|IRVINE, CA|IRVINE, CA|Irvine, CA | Previous registration |
| LARSON FINANCIAL GROUP, LLC | Bd affiliated wealth | Mar 19, 2012 | Jan 9, 2015 | no | CENTURY CITY, CA|SAINT LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AK FINANCIAL GROUP | VELA CONSULTING, LLC | Jul 31, 2019 | Dec 5, 2025 | 2,319 | Firm change after gap | RIA to state RIA |
| LPL FINANCIAL LLC | AK FINANCIAL GROUP | Mar 4, 2016 | Feb 26, 2015 | -372 | Firm change after gap | Other |
| LARSON FINANCIAL GROUP, LLC | LPL FINANCIAL LLC | Jan 9, 2015 | Jan 9, 2015 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 130338:304085:CA:2019-07-31 | Jul 31, 2019 | Dec 5, 2025 | IRVINE, CA | Firm change after gap |