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Advisor at KAIYO WEALTH 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 |
|---|---|---|---|---|---|---|
| KAIYO WEALTH LLC | Independent wealth | Apr 26, 2024 | n/a | yes | SAN DIEGO, CA | Current employment |
| ORIGIN INVESTMENT ADVISORY LLC | Independent wealth | Dec 21, 2022 | Mar 28, 2025 | no | SAN DIEGO, CA|SARASOTA, FL | Previous registration |
| Mariner | Bd affiliated wealth | Jan 22, 2018 | Oct 6, 2021 | no | San Diego, CA|SAN DIEGO, CA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 25, 2016 | Dec 19, 2017 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORIGIN INVESTMENT ADVISORY LLC | KAIYO WEALTH LLC | Mar 28, 2025 | Apr 26, 2024 | -336 | Firm change after gap | RIA to RIA |
| Mariner | ORIGIN INVESTMENT ADVISORY LLC | Oct 6, 2021 | Dec 21, 2022 | 441 | Firm change after gap | Ibd to RIA |
| WELLS FARGO ADVISORS | Mariner | Dec 19, 2017 | Jan 22, 2018 | 34 | Firm change | Other |