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Advisor at LIBRA WEALTH LLC
LOS GATOS, 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 |
|---|---|---|---|---|---|---|
| LIBRA WEALTH LLC | Independent wealth | Nov 2, 2021 | n/a | yes | LOS GATOS, CA | Current employment |
| CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT | Former SEC adviser | Jan 18, 2018 | Dec 31, 2020 | no | SANTA CRUZ, CA | Previous registration |
| VISTA WEALTH MANAGEMENT, LLC | Former SEC adviser | May 1, 2012 | Feb 23, 2017 | no | EAST PALO ALTO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT | LIBRA WEALTH LLC | Dec 31, 2020 | Nov 2, 2021 | 306 | Firm change | RIA to RIA |
| VISTA WEALTH MANAGEMENT, LLC | CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT | Feb 23, 2017 | Jan 18, 2018 | 329 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 142879:288098:CA:2020-12-31 | Dec 31, 2020 | Nov 2, 2021 | SANTA CRUZ, CA | Firm change |