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Advisor at CENTURA WEALTH ADVISORY
SAN DIEGO, CA | DENVER, CO
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 |
|---|---|---|---|---|---|---|
| CENTURA WEALTH ADVISORY | Independent wealth | Nov 24, 2025 | n/a | yes | DENVER, CO|SAN DIEGO, CA | Current employment |
| MONETA GROUP INVESTMENT ADVISORS, LLC | Independent wealth | Aug 8, 2025 | Sep 5, 2025 | no | ST. LOUIS, MO|Denver, CO | Previous registration |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Nov 9, 2023 | Jul 16, 2025 | no | Denver, CO|DENVER, CO | Previous registration |
| SINGH ADVISORY, LLC | n/a | Jun 10, 2022 | Jun 28, 2024 | no | DENVER, CO|Fort Collins, CO | Previous registration |
| FINANCIAL STEWARD ASSOCIATES, LLC | Former SEC adviser | Oct 2, 2015 | Jan 19, 2018 | no | Fort Collins, CO|BOULDER, CO | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | May 16, 2014 | Sep 29, 2022 | no | FORT COLLINS, CO|SAN DIEGO, CA|FORT COLLINS, CO|FT COLLINS, CO|DENVER, CO|DENVER, CO|FORT COLLINS, CO | Previous registration |
| EDWARD JONES | National bd RIA | Aug 20, 2008 | May 19, 2014 | no | AURORA, CO|ST LOUIS, MO|FT COLLINS, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS, LLC | CENTURA WEALTH ADVISORY | Sep 5, 2025 | Nov 24, 2025 | 80 | Firm change | RIA to RIA |
| MERCER GLOBAL ADVISORS INC. | MONETA GROUP INVESTMENT ADVISORS, LLC | Jul 16, 2025 | Aug 8, 2025 | 23 | Firm change | RIA to RIA |
| SINGH ADVISORY, LLC | MERCER GLOBAL ADVISORS INC. | Jun 28, 2024 | Nov 9, 2023 | -232 | Firm change after gap | Other |
| LPL FINANCIAL LLC | FINANCIAL STEWARD ASSOCIATES, LLC | Sep 29, 2022 | Oct 2, 2015 | -2,554 | Firm change after gap | RIA to RIA |
| FINANCIAL STEWARD ASSOCIATES, LLC | SINGH ADVISORY, LLC | Jan 19, 2018 | Jun 10, 2022 | 1,603 | Firm change after gap | Other |
| EDWARD JONES | LPL FINANCIAL LLC | May 19, 2014 | May 16, 2014 | -3 | Firm change | Other |