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Advisor at PRESIDIO CAPITAL MANAGEMENT, LLC
SAN DIEGO, 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 |
|---|---|---|---|---|---|---|
| PRESIDIO CAPITAL MANAGEMENT, LLC | Independent wealth | Jan 1, 2026 | n/a | yes | SAN DIEGO, CA | Current employment |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Nov 12, 2020 | Nov 24, 2021 | no | SAN DIEGO, CA|LADERA RANCH, CA | Previous registration |
| FIRST ALLIED ADVISORY SERVICES, INC. | Former SEC adviser | Jun 18, 2012 | Nov 12, 2020 | no | SAN DIEGO, CA|SAN DIEGO, CA|Ladera Ranch, CA | Previous registration |
| CENTARA CAPITAL MANAGEMENT GROUP, INC. | Former SEC adviser | Apr 30, 2008 | Jun 19, 2012 | no | SAN DIEGO, CA | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Apr 6, 2006 | May 5, 2008 | no | SAN DIEGO, CA|SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | PRESIDIO CAPITAL MANAGEMENT, LLC | Nov 24, 2021 | Jan 1, 2026 | 1,499 | Firm change after gap | Ibd to RIA |
| FIRST ALLIED ADVISORY SERVICES, INC. | CETERA INVESTMENT ADVISERS LLC | Nov 12, 2020 | Nov 12, 2020 | 0 | Bulk transfer | Ibd to ibd |
| CENTARA CAPITAL MANAGEMENT GROUP, INC. | FIRST ALLIED ADVISORY SERVICES, INC. | Jun 19, 2012 | Jun 18, 2012 | -1 | Firm change | Other |
| EQUITABLE ADVISORS, LLC | CENTARA CAPITAL MANAGEMENT GROUP, INC. | May 5, 2008 | Apr 30, 2008 | -5 | Firm change | Other |