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Reading the graph
Advisor at COMMONWEALTH FINANCIAL NETWORK
Fresno, 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 |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Aug 23, 2024 | n/a | yes | Fresno, CA | Current employment |
| SIERRA PACIFIC WEALTH ADVISORY GROUP INC. | n/a | May 12, 2021 | Jun 7, 2025 | no | FRESNO, CA | Previous registration |
| PRIVATE WEALTH ADVISORS | Independent wealth | Nov 9, 2020 | Jan 10, 2022 | no | FRESNO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SIERRA PACIFIC WEALTH ADVISORY GROUP INC. | COMMONWEALTH FINANCIAL NETWORK | Jun 7, 2025 | Aug 23, 2024 | -288 | Firm change after gap | Other |
| PRIVATE WEALTH ADVISORS | SIERRA PACIFIC WEALTH ADVISORY GROUP INC. | Jan 10, 2022 | May 12, 2021 | -243 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 312779:8032:CA:2025-06-07 | Jun 7, 2025 | Aug 23, 2024 | FRESNO, CA | Firm change after gap |