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Advisor at SKY VISION WEALTH MANAGEMENT CORP.
IRVINE, 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 |
|---|---|---|---|---|---|---|
| SKY VISION WEALTH MANAGEMENT CORP. | Independent wealth | May 14, 2024 | n/a | yes | IRVINE, CA | Current employment |
| PLATINUM ECO CAPITAL, LLC | n/a | Jun 1, 2021 | Oct 7, 2022 | no | Rancho Palos Verdes, CA|Rancho Palos Verdes, CA|RANCHO PALOS VERDES, CA | Previous registration |
| HERCULES INVESTMENTS | Former SEC adviser | Mar 5, 2020 | Jun 16, 2021 | no | LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PLATINUM ECO CAPITAL, LLC | SKY VISION WEALTH MANAGEMENT CORP. | Oct 7, 2022 | May 14, 2024 | 585 | Firm change after gap | Other |
| HERCULES INVESTMENTS | PLATINUM ECO CAPITAL, LLC | Jun 16, 2021 | Jun 1, 2021 | -15 | Firm change | Other |