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B•••• AND B•••• FINANCIAL LLC, CRD 337662
CARLSBAD, 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 |
|---|---|---|---|---|---|---|
| R••••• J•• B•••• | Certified Financial Planner|Chartered Financial Consultant | Nampa, ID | 0 | 28 | 2 | no |
| A•••• J••••• B•••• | Chartered Financial Consultant | Escondido, CA | 0 | 15 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 0 | 2 | n/a | 0 | 0 | 0 | 2 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| W••••• F•••••••• L•• | 2 | Dec 5, 2025 | Sep 25, 2025 | NAMPA, ID | Team lift out | Other | 100.0% |
| no |