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Advisor at PACIFIC WEALTH ADVISORY SERVICES LLC
DANVILLE, 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 |
|---|---|---|---|---|---|---|
| PACIFIC WEALTH ADVISORY SERVICES LLC | Independent wealth | Jul 2, 2024 | n/a | yes | DANVILLE, CA | Current employment |
| ARKADIOS WEALTH ADVISORS | Bd affiliated wealth | Dec 6, 2021 | Jul 5, 2024 | no | ATLANTA, GA|Alamo, CA|Danville, CA | Previous registration |
| RESOURCE INVESTMENT ARCHITECTS, INC. | Former SEC adviser | May 11, 2016 | Dec 31, 2021 | no | Alamo, CA|PETALUMA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARKADIOS WEALTH ADVISORS | PACIFIC WEALTH ADVISORY SERVICES LLC | Jul 5, 2024 | Jul 2, 2024 | -3 | Firm change | Ibd to new firm |
| RESOURCE INVESTMENT ARCHITECTS, INC. | ARKADIOS WEALTH ADVISORS | Dec 31, 2021 | Dec 6, 2021 | -25 | Firm change | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 111894:288863:CA:2021-12-31 | Dec 31, 2021 | Dec 6, 2021 | PETALUMA, CA | Firm change |