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Reading the graph
Advisor at PACIFIC POINT ADVISORS, LLC
SAN DIEGO, CA | RANCHO SANTA FE, 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 |
|---|---|---|---|---|---|---|
| ALDER CAPITAL | No RAUM reported | Aug 7, 2026 | n/a | yes | SAN DIEGO, CA | Current employment |
| PACIFIC POINT ADVISORS, LLC | Independent wealth | Nov 13, 2020 | n/a | yes | RANCHO SANTA FE, CA | Current employment |
| ALDER CAPITAL, LLC | n/a | Sep 17, 2002 | Mar 2, 2006 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALDER CAPITAL, LLC | PACIFIC POINT ADVISORS, LLC | Mar 2, 2006 | Nov 13, 2020 | 5,370 | Firm change after gap | Other |