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Advisor at WEALTH FINANCIAL GROUP WEST, INC.
COSTA MESA, 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 |
|---|---|---|---|---|---|---|
| WEALTH FINANCIAL GROUP WEST, INC. | State registered | Jan 1, 2026 | n/a | yes | COSTA MESA, CA | Current employment |
| GRADIENT ADVISORS, LLC | Independent wealth | Jul 13, 2022 | Dec 6, 2022 | no | Costa Mesa, CA|ARDEN HILLS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GRADIENT ADVISORS, LLC | WEALTH FINANCIAL GROUP WEST, INC. | Dec 6, 2022 | Jan 1, 2026 | 1,122 | Firm change after gap | RIA to state RIA |