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Advisor at WORTHPOINTE
RAMONA, CA | Jackson, WY
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 |
|---|---|---|---|---|---|---|
| Worthpointe | Independent wealth | May 2, 2013 | n/a | yes | RAMONA, CA|Jackson, WY | Current employment |
| CONSTITUTION WEALTH LLC | Former SEC adviser | May 6, 2021 | Dec 31, 2025 | no | Jackson, WY|RAMONA, CA|JACKSON, WY|La Jolla, CA | Previous registration |
| TROVENA, LLC. | Former SEC adviser | Jun 17, 2003 | Dec 31, 2013 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONSTITUTION WEALTH LLC | n/a | Dec 31, 2025 | n/a | n/a | Departure no registered destination | Departure |
| TROVENA, LLC. | Worthpointe | Dec 31, 2013 | May 2, 2013 | -243 | Firm change after gap | Other |