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Advisor at ADVISORY SOLUTIONS GROUP
PLYMOUTH, MN | CORONADO, 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 |
|---|---|---|---|---|---|---|
| ADVISORY SOLUTIONS GROUP | Independent wealth | May 1, 2026 | n/a | yes | PLYMOUTH, MN|CORONADO, CA | Current employment |
| CS PLANNING CORP | Independent wealth | Jun 28, 2021 | Jun 2, 2026 | no | Imperial Beach, CA|PORTLAND, OR|Coronado, CA | Previous registration |
| O'CONNOR CAPITAL ADVISORY, LLC | Independent wealth | Jun 14, 2013 | Aug 31, 2021 | no | SAN DIEGO, CA|Coronado, CA|Duvall, WA|Coronado, CA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Mar 30, 2009 | Apr 12, 2013 | no | Bellevue, WA|San Diego, CA|PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CS PLANNING CORP | ADVISORY SOLUTIONS GROUP | Jun 2, 2026 | May 1, 2026 | -32 | Firm change after gap | RIA to new firm |
| O'CONNOR CAPITAL ADVISORY, LLC | CS PLANNING CORP | Aug 31, 2021 | Jun 28, 2021 | -64 | Firm change after gap | RIA to RIA |
| CHARLES SCHWAB & CO., INC. | O'CONNOR CAPITAL ADVISORY, LLC | Apr 12, 2013 | Jun 14, 2013 | 63 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149937:339919:CA:2026-06-02 | Jun 2, 2026 | May 1, 2026 | CORONADO, CA | Firm change after gap |