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Advisor at VITA PLANNING GROUP LLC
CAMAS, WA | Incline Village, NV
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 |
|---|---|---|---|---|---|---|
| VITA PLANNING GROUP LLC | Independent wealth | Feb 22, 2021 | n/a | yes | CAMAS, WA|Incline Village, NV | Current employment |
| LIBERTY WEALTH MANAGEMENT, LLC | Independent wealth | May 17, 2018 | Apr 1, 2021 | no | Mountain View, CA|OAKLAND, CA | Previous registration |
| LIBERTY WEALTH MANAGEMENT, LLC | Former SEC adviser | Oct 21, 2008 | Oct 10, 2018 | no | MOUNTAIN VIEW, CA|OAKLAND, CA|MOUNTAIN VIEW, CA|OAKLAND, CA | Previous registration |
| LIBERTY GROUP, LLC | n/a | Jul 2, 2003 | May 30, 2008 | no | MOUNTAIN VIEW, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LIBERTY WEALTH MANAGEMENT, LLC | VITA PLANNING GROUP LLC | Apr 1, 2021 | Feb 22, 2021 | -38 | Firm change after gap | RIA to new firm |
| LIBERTY WEALTH MANAGEMENT, LLC | LIBERTY WEALTH MANAGEMENT, LLC | Oct 10, 2018 | May 17, 2018 | -146 | Channel change | Other |
| LIBERTY GROUP, LLC | LIBERTY WEALTH MANAGEMENT, LLC | May 30, 2008 | Oct 21, 2008 | 144 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 286001:312323:CA:2021-04-01 | Apr 1, 2021 | Feb 22, 2021 | OAKLAND, CA | Firm change after gap |
| 106036:286001:CA:2018-10-10 | Oct 10, 2018 | May 17, 2018 | OAKLAND, CA | Firm change after gap |