DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WEALTH WATCH ADVISORS, INC
Escondido, 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 |
|---|---|---|---|---|---|---|
| WEALTH WATCH ADVISORS, INC | Independent wealth | Jul 12, 2023 | n/a | yes | Escondido, CA | Current employment |
| CONSOLIDATED PORTFOLIO REVIEW CORP | Independent wealth | Aug 22, 2022 | Jul 21, 2023 | no | Escondido, CA | Previous registration |
| CG ADVISORY SERVICES | Independent wealth | Jun 12, 2019 | Apr 4, 2022 | no | WILLIAMSTON, MI|Carlsbad, CA | Previous registration |
| WEALTH WATCH ADVISORS, INC | Independent wealth | Feb 5, 2016 | Aug 27, 2019 | no | Carlesbad, CA|ENGLEWOOD, CO | Previous registration |
| FIDATO WEALTH LLC | Independent wealth | Feb 27, 2014 | Jan 27, 2016 | no | CARLSBAD, CA|MIDDLEBURG HEIGHTS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONSOLIDATED PORTFOLIO REVIEW CORP | WEALTH WATCH ADVISORS, INC | Jul 21, 2023 | Jul 12, 2023 | -9 | Firm change | RIA to RIA |
| CG ADVISORY SERVICES | CONSOLIDATED PORTFOLIO REVIEW CORP | Apr 4, 2022 | Aug 22, 2022 | 140 | Firm change | RIA to RIA |
| WEALTH WATCH ADVISORS, INC | CG ADVISORY SERVICES | Aug 27, 2019 | Jun 12, 2019 | -76 | Firm change after gap | RIA to RIA |
| FIDATO WEALTH LLC | WEALTH WATCH ADVISORS, INC | Jan 27, 2016 | Feb 5, 2016 | 9 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 112694:172002:CA:2023-07-21 | Jul 21, 2023 | Jul 12, 2023 | ESCONDIDO, CA | Firm change |
| 158173:172002:OH:2016-01-27 | Jan 27, 2016 | Feb 5, 2016 | MIDDLEBURG HEIGHTS, OH | Firm change |