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Advisor at FINANCIAL SENSE ADVISORS, INC.
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 |
|---|---|---|---|---|---|---|
| FINANCIAL SENSE ADVISORS, INC. | Independent wealth | Jun 23, 2026 | n/a | yes | SAN DIEGO, CA | Current employment |
| THEPARTNERS WEALTH MANAGEMENT | Independent wealth | Jul 21, 2025 | Jun 22, 2026 | no | CARMEL BY THE SEA, CA|Eagle, ID | Previous registration |
| FINANCIAL SENSE ADVISORS, INC. | Independent wealth | Aug 28, 2020 | Jan 25, 2022 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THEPARTNERS WEALTH MANAGEMENT | FINANCIAL SENSE ADVISORS, INC. | Jun 22, 2026 | Jun 23, 2026 | 1 | Firm change | RIA to RIA |
| FINANCIAL SENSE ADVISORS, INC. | THEPARTNERS WEALTH MANAGEMENT | Jan 25, 2022 | Jul 21, 2025 | 1,273 | Firm change after gap | RIA to RIA |