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Advisor at NAUTILUS ADVISORS LLC
LA JOLLA, CA | Ladera Ranch, 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 |
|---|---|---|---|---|---|---|
| NAUTILUS ADVISORS LLC | Independent wealth | Apr 26, 2018 | n/a | yes | Ladera Ranch, CA|LA JOLLA, CA | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Oct 2, 2014 | Apr 11, 2018 | no | SAN JUAN CAPISTRANO, CA|LADERA RANCH, CA|LADERA RANCH, CA|LAGUNA NIGUEL, CA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Jan 23, 2013 | Sep 9, 2014 | no | MISSION VIEJO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | NAUTILUS ADVISORS LLC | Apr 11, 2018 | Apr 26, 2018 | 15 | Firm change | Wirehouse to RIA |
| STRATEGIC ADVISERS LLC | J.P. MORGAN SECURITIES LLC | Sep 9, 2014 | Oct 2, 2014 | 23 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 79:154169:CA:2018-04-11 | Apr 11, 2018 | Apr 26, 2018 | LAGUNA NIGUEL, CA | Firm change |