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Advisor at TRUE LINK FINANCIAL ADVISORS
SAN FRANCISCO, CA | 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 |
|---|---|---|---|---|---|---|
| TRUE LINK FINANCIAL ADVISORS | Mixed wealth | Jan 4, 2022 | n/a | yes | SAN FRANCISCO, CA|San Diego, CA | Current employment |
| ASPIRIANT, LLC | Independent wealth | Dec 3, 2021 | Dec 20, 2021 | no | LOS ANGELES, CA|San Diego, CA | Previous registration |
| HEARTHSTONE | PRIVATE WEALTH MANAGEMENT | Former SEC adviser | Jul 10, 2017 | Dec 31, 2021 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HEARTHSTONE | PRIVATE WEALTH MANAGEMENT | ASPIRIANT, LLC | Dec 31, 2021 | Dec 3, 2021 | -28 | Firm change | RIA to RIA |
| ASPIRIANT, LLC | TRUE LINK FINANCIAL ADVISORS | Dec 20, 2021 | Jan 4, 2022 | 15 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 154890:146720:CA:2021-12-31 | Dec 31, 2021 | Dec 3, 2021 | SAN DIEGO, CA | Firm change |