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Advisor at CENTURA WEALTH ADVISORY
SAN DIEGO, 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 |
|---|---|---|---|---|---|---|
| CENTURA WEALTH ADVISORY | Independent wealth | Mar 1, 2019 | n/a | yes | SAN DIEGO, CA | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Dec 3, 2009 | Jul 17, 2012 | no | SANTA MONICA, CA|SAN DIEGO, CA | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Sep 14, 2006 | Jul 11, 2008 | no | GREENVILLE, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | CENTURA WEALTH ADVISORY | Jul 17, 2012 | Mar 1, 2019 | 2,418 | Firm change after gap | Ibd to RIA |
| EQUITABLE ADVISORS, LLC | STRATEGIC ADVISERS LLC | Jul 11, 2008 | Dec 3, 2009 | 510 | Firm change after gap | Ibd to ibd |