DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ADVISORY SOLUTIONS GROUP
PLYMOUTH, MN | PASO ROBLES, 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 |
|---|---|---|---|---|---|---|
| ADVISORY SOLUTIONS GROUP | Independent wealth | Jul 6, 2026 | n/a | yes | PASO ROBLES, CA|PLYMOUTH, MN | Current employment |
| CS PLANNING CORP | Independent wealth | Feb 2, 2024 | Jun 2, 2026 | no | Paso Robles, CA|PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CS PLANNING CORP | ADVISORY SOLUTIONS GROUP | Jun 2, 2026 | Jul 6, 2026 | 34 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149937:339919:OR:2026-06-02 | Jun 2, 2026 | Jul 6, 2026 | PORTLAND, OR | Firm change |