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Advisor at CREATE WEALTH MANAGEMENT, LLC
PORTER RANCH, 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 |
|---|---|---|---|---|---|---|
| CREATE WEALTH MANAGEMENT, LLC | Former SEC adviser | Jun 7, 2021 | n/a | yes | PORTER RANCH, CA | Current employment |
| ALL ONE WEALTH, LLC | State registered | Jun 3, 2019 | Jan 19, 2022 | no | WEST HOLLYWOOD, CA|CAMARILLO, CA | Previous registration |
| NPB FINANCIAL GROUP, LLC | Former SEC adviser | Oct 17, 2017 | Jul 8, 2019 | no | Porter Ranch, CA|West Hollywood, CA | Previous registration |
| GOLD COAST SECURITIES, INC. | Former SEC adviser | Sep 15, 2017 | Sep 27, 2017 | no | Burbank, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALL ONE WEALTH, LLC | CREATE WEALTH MANAGEMENT, LLC | Jan 19, 2022 | Jun 7, 2021 | -226 | Firm change after gap | Other |
| NPB FINANCIAL GROUP, LLC | ALL ONE WEALTH, LLC | Jul 8, 2019 | Jun 3, 2019 | -35 | Firm change after gap | RIA to state RIA |
| GOLD COAST SECURITIES, INC. | NPB FINANCIAL GROUP, LLC | Sep 27, 2017 | Oct 17, 2017 | 20 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 137743:300847:CA:2019-07-08 | Jul 8, 2019 | Jun 3, 2019 | WEST HOLLYWOOD, CA | Firm change after gap |