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Advisor at MARIN WEALTH ADVISORS LLC
SAN RAFAEL, 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 |
|---|---|---|---|---|---|---|
| MARIN WEALTH ADVISORS LLC | Independent wealth | Feb 24, 2022 | n/a | yes | SAN RAFAEL, CA | Current employment |
| MARIN WEALTH ADVISORS LLC | Independent wealth | Jan 31, 2013 | Dec 31, 2021 | no | SAN RAFAEL, CA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 31, 1997 | Apr 27, 2011 | no | SAN ANSELMO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | MARIN WEALTH ADVISORS LLC | Apr 27, 2011 | Jan 31, 2013 | 645 | Firm change after gap | Other |