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Reading the graph
Advisor at PACIFIC FINANCIAL STRATEGIES, INC
THOUSAND OAKS, CA | Frazier Park, 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 |
|---|---|---|---|---|---|---|
| PACIFIC FINANCIAL STRATEGIES, INC | Independent wealth | Apr 20, 2023 | n/a | yes | THOUSAND OAKS, CA|Frazier Park, CA | Current employment |
| C 3 FINANCIAL STRATEGIES | State registered | Jun 29, 2017 | May 5, 2022 | no | NEWBURY PARK, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| C 3 FINANCIAL STRATEGIES | PACIFIC FINANCIAL STRATEGIES, INC | May 5, 2022 | Apr 20, 2023 | 350 | Firm change | Other |