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Advisor at M2 CAPITAL ADVISORS
VALENCIA, 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 |
|---|---|---|---|---|---|---|
| M2 CAPITAL ADVISORS | Asset manager | Dec 9, 2025 | n/a | yes | VALENCIA, CA | Current employment |
| CLARAPHI ADVISORY NETWORK, LLC | Independent wealth | May 24, 2017 | Jul 14, 2017 | no | Newport Coast, CA|ALISO VIEJO, CA | Previous registration |
| WBB SECURITIES, LLC | State registered | Aug 16, 2007 | May 16, 2017 | no | Lakeside, CA|NEWPORT COAST, CA | Previous registration |
| BROOKSTREET SECURITIES CORPORATION | n/a | Apr 25, 1996 | Jun 29, 2007 | no | IRVINE, CA|SAN JUAN CAPISTRANO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CLARAPHI ADVISORY NETWORK, LLC | M2 CAPITAL ADVISORS | Jul 14, 2017 | Dec 9, 2025 | 3,070 | Firm change after gap | Other |
| WBB SECURITIES, LLC | CLARAPHI ADVISORY NETWORK, LLC | May 16, 2017 | May 24, 2017 | 8 | Firm change | Other |
| BROOKSTREET SECURITIES CORPORATION | WBB SECURITIES, LLC | Jun 29, 2007 | Aug 16, 2007 | 48 | Firm change | Other |