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AZIMUTH WEALTH ADVISORS, LLC, CRD 290050
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CHARLES COURTNEY ROGERS | Chartered Financial Consultant | SAN DIEGO, CA | 8 | 25 | 4 | no |
| ANNELIZABETH QUADRINI ROGERS | n/a | SAN DIEGO, CA | 8 | 17 | 3 | no |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| DANIEL WEALTH ADVISORS | 2 | Dec 31, 2017 | Oct 20, 2017 | CORONA DEL MAR, CA | Team lift out | Other | 33.3% |