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Advisor at ALPHACORE CAPITAL LLC
LA JOLLA, CA | San Diego, 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 |
|---|---|---|---|---|---|---|
| ALPHACORE CAPITAL LLC | Independent wealth | Jan 14, 2025 | n/a | yes | LA JOLLA, CA|San Diego, CA | Current employment |
| ENTRUST WEALTH ADVISORS, LLC | Former SEC adviser | Jan 22, 2019 | Mar 3, 2025 | no | SAN DIEGO, CA | Previous registration |
| ENTRUST WEALTH ADVISORS, LLC | Former SEC adviser | Nov 13, 2018 | Dec 31, 2018 | no | SAN DIEGO, CA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Dec 15, 2008 | Nov 20, 2018 | no | SAN DIEGO, CA|SAN DIEGO, CA | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Dec 19, 2008 | no | SAN DIEGO, CA | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Mar 26, 2003 | Apr 2, 2007 | no | SAN DIEGO, CA|SAN DIEGO, CA | Previous registration |
| CONNERS CAPITAL MANAGEMENT INC | n/a | Jan 4, 2003 | Mar 26, 2003 | no | DEL MAR, CA | Previous registration |
| CONNERS CAPITAL MANAGEMENT INC | n/a | Nov 25, 2002 | Dec 31, 2002 | no | DEL MAR, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ENTRUST WEALTH ADVISORS, LLC | ALPHACORE CAPITAL LLC | Mar 3, 2025 | Jan 14, 2025 | -48 | Firm change after gap | RIA to RIA |
| UBS FINANCIAL SERVICES INC. | ENTRUST WEALTH ADVISORS, LLC | Nov 20, 2018 | Nov 13, 2018 | -7 | Firm change | Wirehouse to new firm |
| MORGAN STANLEY & CO. LLC | UBS FINANCIAL SERVICES INC. | Dec 19, 2008 | Dec 15, 2008 | -4 | Bulk transfer | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |
| CONNERS CAPITAL MANAGEMENT INC | MORGAN STANLEY DW INC. | Mar 26, 2003 | Mar 26, 2003 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 299040:174346:CA:2025-03-03 | Mar 3, 2025 | Jan 14, 2025 | SAN DIEGO, CA | Firm change after gap |
| 8174:299040:CA:2018-11-20 | Nov 20, 2018 | Nov 13, 2018 | SAN DIEGO, CA | Firm change |