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Advisor at ARCHER POINTE WEALTH MANAGEMENT, LLC
DAVIS, 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 |
|---|---|---|---|---|---|---|
| ARCHER POINTE WEALTH MANAGEMENT, LLC | Independent wealth | Feb 21, 2024 | n/a | yes | DAVIS, CA | Current employment |
| CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT | Former SEC adviser | Nov 7, 2017 | Dec 31, 2020 | no | DAVIS, CA|SANTA CRUZ, CA | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Jul 25, 2012 | Nov 8, 2017 | no | Elk Grove, CA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | May 4, 2011 | Aug 3, 2012 | no | SACRAMENTO, CA | Previous registration |
| TRUE WAVE FINANCIAL PLANNERS | Independent wealth | Mar 31, 2005 | May 9, 2011 | no | SACRAMENTO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT | ARCHER POINTE WEALTH MANAGEMENT, LLC | Dec 31, 2020 | Feb 21, 2024 | 1,147 | Firm change after gap | RIA to RIA |
| COMMONWEALTH FINANCIAL NETWORK | CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT | Nov 8, 2017 | Nov 7, 2017 | -1 | Firm change | Other |
| LPL FINANCIAL LLC | COMMONWEALTH FINANCIAL NETWORK | Aug 3, 2012 | Jul 25, 2012 | -9 | Firm change | Other |
| TRUE WAVE FINANCIAL PLANNERS | LPL FINANCIAL LLC | May 9, 2011 | May 4, 2011 | -5 | Firm change | Other |