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Advisor at DARK HORSE ADVISORS LLC
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 |
|---|---|---|---|---|---|---|
| DARK HORSE ADVISORS LLC | Independent wealth | Jan 2, 2026 | n/a | yes | Rancho Santa Fe, CA | Current employment |
| PRESIDIO CAPITAL MANAGEMENT, LLC | Independent wealth | May 24, 2021 | Jul 10, 2024 | no | SAN DIEGO, CA | Previous registration |
| CENTURA WEALTH ADVISORY | Independent wealth | Jun 10, 2018 | Jan 2, 2020 | no | SAN DIEGO, CA|SAN DIEGO, CA | Previous registration |
| DANIEL WEALTH ADVISORS | Former SEC adviser | Mar 9, 2018 | Nov 1, 2018 | no | SAN DIEGO, CA|CORONA DEL MAR, CA | Previous registration |
| DANIEL WEALTH ADVISORS | Former SEC adviser | Jan 28, 2015 | Dec 31, 2017 | no | SAN DIEGO, CA|CORONA DEL MAR, CA | Previous registration |
| DANIEL WEALTH ADVISORS | Former SEC adviser | Dec 2, 2013 | Dec 31, 2014 | no | SAN DIEGO, CA | Previous registration |
| CENTARA CAPITAL MANAGEMENT GROUP, INC. | Former SEC adviser | Apr 8, 2009 | Dec 2, 2013 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRESIDIO CAPITAL MANAGEMENT, LLC | DARK HORSE ADVISORS LLC | Jul 10, 2024 | Jan 2, 2026 | 541 | Firm change after gap | RIA to RIA |
| CENTURA WEALTH ADVISORY | PRESIDIO CAPITAL MANAGEMENT, LLC | Jan 2, 2020 | May 24, 2021 | 508 | Firm change after gap | RIA to RIA |
| DANIEL WEALTH ADVISORS | CENTURA WEALTH ADVISORY | Nov 1, 2018 | Jun 10, 2018 | -144 | Firm change after gap | RIA to new firm |
| CENTARA CAPITAL MANAGEMENT GROUP, INC. | DANIEL WEALTH ADVISORS | Dec 2, 2013 | Dec 2, 2013 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 150382:296985:CA:2018-11-01 | Nov 1, 2018 | Jun 10, 2018 | CORONA DEL MAR, CA | Firm change after gap |