DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CORIENT
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 |
|---|---|---|---|---|---|---|
| Corient | Independent wealth | Jun 11, 2025 | n/a | yes | San Diego, CA | Current employment |
| WILLOW CREEK FINANCIAL | Independent wealth | Jun 1, 2022 | Jun 12, 2025 | no | SAN DIEGO, CA | Previous registration |
| BLUESPRING WEALTH MANAGEMENT, LLC | Independent wealth | Mar 14, 2022 | May 9, 2022 | no | AUSTIN, TX | Previous registration |
| GRADIENT INVESTMENTS, LLC | Independent wealth | Mar 10, 2016 | May 19, 2016 | no | ARDEN HILLS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WILLOW CREEK FINANCIAL | Corient | Jun 12, 2025 | Jun 11, 2025 | -1 | Firm change | RIA to RIA |
| BLUESPRING WEALTH MANAGEMENT, LLC | WILLOW CREEK FINANCIAL | May 9, 2022 | Jun 1, 2022 | 23 | Firm change | RIA to RIA |
| GRADIENT INVESTMENTS, LLC | BLUESPRING WEALTH MANAGEMENT, LLC | May 19, 2016 | Mar 14, 2022 | 2,125 | Firm change after gap | Other |