DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ACORNS
IRVINE, CA | Los Angeles, 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 |
|---|---|---|---|---|---|---|
| Acorns | Independent wealth | Jun 15, 2021 | n/a | yes | IRVINE, CA|Los Angeles, CA | Current employment |
| PFG ADVISORS | Independent wealth | Feb 28, 2019 | May 14, 2021 | no | PHOENIX, AZ | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jan 4, 2005 | Feb 26, 2019 | no | BELLINGHAM, WA|FERNDALE, WA|PHOENIX, AZ|SCOTTSDALE, AZ|PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PFG ADVISORS | Acorns | May 14, 2021 | Jun 15, 2021 | 32 | Firm change | RIA to RIA |
| LPL FINANCIAL LLC | PFG ADVISORS | Feb 26, 2019 | Feb 28, 2019 | 2 | Firm change | RIA to RIA |