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Advisor at SIERRA PACIFIC PRIVATE WEALTH, LLC
PLEASANTON, 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 |
|---|---|---|---|---|---|---|
| SIERRA PACIFIC PRIVATE WEALTH, LLC | Independent wealth | Nov 12, 2025 | n/a | yes | PLEASANTON, CA | Current employment |
| DAE WEALTH MANAGEMENT | State registered | Apr 16, 2025 | Sep 26, 2025 | no | ROSEVILLE, CA|Council Bluffs, IA | Previous registration |
| CALLAHAN FINANCIAL PLANNING | Former SEC adviser | Oct 17, 2022 | Jun 28, 2024 | no | Palo Alto, CA|Burlingame, CA|Elk Grove, CA|San Francisco, CA|San Rafael, CA|Mill Valley, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DAE WEALTH MANAGEMENT | SIERRA PACIFIC PRIVATE WEALTH, LLC | Sep 26, 2025 | Nov 12, 2025 | 47 | Firm change | Other |
| CALLAHAN FINANCIAL PLANNING | DAE WEALTH MANAGEMENT | Jun 28, 2024 | Apr 16, 2025 | 292 | Firm change | RIA to state RIA |