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Advisor at BREAKAWAY INDEPENDENT ADVISORS, LLC
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 |
|---|---|---|---|---|---|---|
| BREAKAWAY INDEPENDENT ADVISORS, LLC | Independent wealth | Apr 30, 2026 | n/a | yes | SAN DIEGO, CA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 8, 2003 | Dec 20, 2017 | no | SAN DIEGO, CA|SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | BREAKAWAY INDEPENDENT ADVISORS, LLC | Dec 20, 2017 | Apr 30, 2026 | 3,053 | Firm change after gap | RIA to new firm |