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Advisor at ECKMAN WEALTH MANAGEMENT, LLC
San Diego, CA | PHOENIX, AZ
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 |
|---|---|---|---|---|---|---|
| ECKMAN WEALTH MANAGEMENT, LLC | State registered | Oct 6, 2024 | n/a | yes | San Diego, CA|PHOENIX, AZ | Current employment |
| THRIVE PORTFOLIOS | State registered | Sep 27, 2022 | Oct 14, 2022 | no | San Diego, CA|SAN DIEGO, CA | Previous registration |
| Simplyrich | Independent wealth | Jan 11, 2016 | Jun 22, 2021 | no | Portland, OR|CARLSBAD, CA|SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THRIVE PORTFOLIOS | ECKMAN WEALTH MANAGEMENT, LLC | Oct 14, 2022 | Oct 6, 2024 | 723 | Firm change after gap | Other |
| Simplyrich | THRIVE PORTFOLIOS | Jun 22, 2021 | Sep 27, 2022 | 462 | Firm change after gap | RIA to state RIA |