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Advisor at LUNA CAPITAL MANAGEMENT, LLC
CHESTER, CA | BURLINGAME, 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 |
|---|---|---|---|---|---|---|
| LUNA CAPITAL MANAGEMENT, LLC | Independent wealth | Apr 16, 2026 | n/a | yes | BURLINGAME, CA|CHESTER, CA | Current employment |
| POWERING YOUR RETIREMENT | State registered | May 19, 2022 | May 18, 2026 | no | Chester, CA | Previous registration |
| NISSIM & GAVIDIA WEALTH MANAGEMENT & FINANCIAL PLANNING, LLC | Former SEC adviser | Jul 13, 2017 | Oct 21, 2021 | no | WALNUT CREEK, CA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | May 13, 2003 | May 8, 2017 | no | SAN FRANCISCO, CA|WALNUT CREEK, CA|SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| POWERING YOUR RETIREMENT | LUNA CAPITAL MANAGEMENT, LLC | May 18, 2026 | Apr 16, 2026 | -32 | Firm change after gap | Other |
| NISSIM & GAVIDIA WEALTH MANAGEMENT & FINANCIAL PLANNING, LLC | POWERING YOUR RETIREMENT | Oct 21, 2021 | May 19, 2022 | 210 | Firm change | Other |
| WELLS FARGO ADVISORS | NISSIM & GAVIDIA WEALTH MANAGEMENT & FINANCIAL PLANNING, LLC | May 8, 2017 | Jul 13, 2017 | 66 | Firm change | Wirehouse to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:287722:CA:2017-05-08 | May 8, 2017 | Jul 13, 2017 | SAN FRANCISCO, CA | Firm change |