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Advisor at DESTINATION WEALTH MANAGEMENT
WALNUT CREEK, 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 |
|---|---|---|---|---|---|---|
| DESTINATION WEALTH MANAGEMENT | Independent wealth | Jul 23, 2015 | n/a | yes | WALNUT CREEK, CA | Current employment |
| POLARIS WEALTH ADVISORY GROUP | Former SEC adviser | Jun 7, 2013 | Jul 9, 2015 | no | SAN RAFAEL, CA | Previous registration |
| POLARIS EQUITY MANAGEMENT, INC. | Former SEC adviser | Jun 7, 2013 | Jul 9, 2015 | no | SAN RAFAEL, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| POLARIS EQUITY MANAGEMENT, INC. | POLARIS WEALTH ADVISORY GROUP | Jul 9, 2015 | Jun 7, 2013 | -762 | Firm change after gap | Other |
| POLARIS WEALTH ADVISORY GROUP | DESTINATION WEALTH MANAGEMENT | Jul 9, 2015 | Jul 23, 2015 | 14 | Firm change | Other |