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Advisor at KING WEALTH ADVISORS, LLC
SAN MATEO, 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 |
|---|---|---|---|---|---|---|
| KING WEALTH ADVISORS, LLC | State registered | Nov 24, 2015 | n/a | yes | SAN MATEO, CA | Current employment |
| BELL INVESTMENT ADVISORS INC | Independent wealth | Jan 6, 2006 | Dec 14, 2016 | no | ORINDA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BELL INVESTMENT ADVISORS INC | KING WEALTH ADVISORS, LLC | Dec 14, 2016 | Nov 24, 2015 | -386 | Firm change after gap | Other |