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Advisor at PAINTED PORCH ADVISORS LLC
SANTA BARBARA, 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 |
|---|---|---|---|---|---|---|
| PAINTED PORCH ADVISORS LLC | Independent wealth | Jul 20, 2023 | n/a | yes | SANTA BARBARA, CA | Current employment |
| MAIA WEALTH | Independent wealth | Feb 9, 2021 | Jul 13, 2023 | no | DENVER, CO | Previous registration |
| WEST COAST FINANCIAL, LLC | Former SEC adviser | Jun 9, 2020 | Jan 26, 2021 | no | SANTA BARBARA, CA|SANTA MONICA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MAIA WEALTH | PAINTED PORCH ADVISORS LLC | Jul 13, 2023 | Jul 20, 2023 | 7 | Firm change | RIA to RIA |
| WEST COAST FINANCIAL, LLC | MAIA WEALTH | Jan 26, 2021 | Feb 9, 2021 | 14 | Firm change | RIA to RIA |