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Advisor at FIDUCIARY BENEFITS GROUP
Meridian, ID | 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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FIDUCIARY BENEFITS GROUP | Other adviser | Jul 7, 2023 | n/a | yes | Meridian, ID|SAN DIEGO, CA | Current employment |
| CREATIVE PLANNING | Independent wealth | Jan 4, 2022 | Jul 10, 2023 | no | OVERLAND PARK, KS|La Mesa, CA | Previous registration |
| REILLY FINANCIAL ADVISORS | Former SEC adviser | Mar 8, 2018 | Jan 3, 2022 | no | LA MESA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREATIVE PLANNING | FIDUCIARY BENEFITS GROUP | Jul 10, 2023 | Jul 7, 2023 | -3 | Firm change | RIA to new firm |
| REILLY FINANCIAL ADVISORS | CREATIVE PLANNING | Jan 3, 2022 | Jan 4, 2022 | 1 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110315:105348:CA:2022-01-03 | Jan 3, 2022 | Jan 4, 2022 | LA MESA, CA | Firm change |