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RIA / WealthAdvisor32 years in industry

JOHN CHRISTIAN WILBOURNE

Advisor at OCCIDENTAL ASSET MANAGEMENT, LLC

Bellevue, WA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Sep 30, 1998 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OCCIDENTAL ASSET MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 29, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: Dec 29, 1993
First registration: Sep 30, 1998
Dual registered: no
Other names: JOHN C WILBOURNE
IAPD individual key: 2426039

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OCCIDENTAL ASSET MANAGEMENT, LLC	Independent wealth	May 24, 2016	n/a	yes	Bellevue, WA	Current employment
PRIVATE ADVISOR GROUP, LLC	Bd affiliated wealth	Feb 4, 2014	May 17, 2016	no	BELLEVUE, WA\|MORRISTOWN, NJ	Previous registration
KESTRA PRIVATE WEALTH SERVICES, LLC	Bd affiliated wealth	Nov 5, 2012	Mar 7, 2014	no	BELLEVUE, WA\|AUSTIN, TX	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2011	Nov 6, 2012	no	SEATTLE, WA\|BELLEVUE, WA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Jul 12, 2004	Jan 3, 2011	no	BELLEVUE, WA\|BELLEVUE, WA\|BELLEVUE, WA\|BELLEVUE, WA	Previous registration
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Jan 3, 2003	Jul 12, 2004	no	BELLEVUE, WA	Previous registration
CIBC WORLD MARKETS CORP.	n/a	Sep 30, 1998	Jan 3, 2003	no	SEATTLE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRIVATE ADVISOR GROUP, LLC	OCCIDENTAL ASSET MANAGEMENT, LLC	May 17, 2016	May 24, 2016	7	Firm change	Other
KESTRA PRIVATE WEALTH SERVICES, LLC	PRIVATE ADVISOR GROUP, LLC	Mar 7, 2014	Feb 4, 2014	-31	Firm change after gap	Other
WELLS FARGO ADVISORS	KESTRA PRIVATE WEALTH SERVICES, LLC	Nov 6, 2012	Nov 5, 2012	-1	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other
OPPENHEIMER & CO. INC.	WELLS FARGO INVESTMENTS, LLC	Jul 12, 2004	Jul 12, 2004	0	Firm change	Other
CIBC WORLD MARKETS CORP.	OPPENHEIMER & CO. INC.	Jan 3, 2003	Jan 3, 2003	0	Bulk transfer	Other

Relationships

Registered with (7)

→ OCCIDENTAL ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
May 24, 2016 to presentfactForm ADV
→ PRIVATE ADVISOR GROUP, LLCRegistered adviserregistration: previous registration
Feb 4, 2014 to May 17, 2016factForm ADV
→ KESTRA PRIVATE WEALTH SERVICES, LLCRegistered adviserregistration: previous registration
Nov 5, 2012 to Mar 7, 2014factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2011 to Nov 6, 2012factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jul 12, 2004 to Jan 3, 2011factForm ADV
→ OPPENHEIMER & CO. INC.Registered adviserregistration: previous registration
Jan 3, 2003 to Jul 12, 2004factForm ADV
→ CIBC WORLD MARKETS CORP.Registered adviserregistration: previous registration
Sep 30, 1998 to Jan 3, 2003factForm ADV

Dated events

No dated event names this entity yet.