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Advisor at VILLAGE WEALTH ADVISORS
WESTLAKE VILLAGE, 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 |
|---|---|---|---|---|---|---|
| VILLAGE WEALTH ADVISORS | Independent wealth | Mar 1, 2022 | n/a | yes | WESTLAKE VILLAGE, CA | Current employment |
| AVALAN, LLC | Independent wealth | Mar 3, 2016 | Nov 8, 2019 | no | Westlake Village, CA | Previous registration |
| ALEXANDRIA CAPITAL | Former SEC adviser | Nov 1, 2012 | Apr 7, 2016 | no | WOODLAND HILLS, CA|ARLINGTON, VA|WESTLAKE VILLAGE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AVALAN, LLC | VILLAGE WEALTH ADVISORS | Nov 8, 2019 | Mar 1, 2022 | 844 | Firm change after gap | RIA to RIA |
| ALEXANDRIA CAPITAL | AVALAN, LLC | Apr 7, 2016 | Mar 3, 2016 | -35 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 156109:296866:CA:2019-11-08 | Nov 8, 2019 | Mar 1, 2022 | WESTLAKE VILLAGE, CA | Firm change after gap |
| 129120:156109:CA:2016-04-07 | Apr 7, 2016 | Mar 3, 2016 | WESTLAKE VILLAGE, CA | Firm change after gap |