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Advisor at WESTSHORE WEALTH
Newport Beach, 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 |
|---|---|---|---|---|---|---|
| WESTSHORE WEALTH | Independent wealth | Dec 18, 2018 | n/a | yes | Newport Beach, CA | Current employment |
| RGT WEALTH ADVISORS | Former SEC adviser | Mar 17, 2015 | Aug 29, 2016 | no | IRVINE, CA | Previous registration |
| BRIDGE ADVISORY LLC | Former SEC adviser | Jan 27, 2012 | Mar 28, 2014 | no | NEWPORT BEACH, CA|PASADENA, CA | Previous registration |
| FINANCIAL ADVISORS NETWORK, INC. | Independent wealth | Jan 14, 2011 | Feb 2, 2012 | no | TUSTIN, CA | Previous registration |
| FINANCIAL ADVISORS NETWORK, INC. | Independent wealth | Sep 8, 2010 | Dec 31, 2010 | no | TUSTIN, CA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | May 21, 2010 | Oct 27, 2011 | no | TUSTIN, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RGT WEALTH ADVISORS | WESTSHORE WEALTH | Aug 29, 2016 | Dec 18, 2018 | 841 | Firm change after gap | Other |
| BRIDGE ADVISORY LLC | RGT WEALTH ADVISORS | Mar 28, 2014 | Mar 17, 2015 | 354 | Firm change | Other |
| FINANCIAL ADVISORS NETWORK, INC. | BRIDGE ADVISORY LLC | Feb 2, 2012 | Jan 27, 2012 | -6 | Firm change | Other |
| LPL FINANCIAL LLC | FINANCIAL ADVISORS NETWORK, INC. | Oct 27, 2011 | Sep 8, 2010 | -414 | Firm change after gap | Other |