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Advisor at BLUESKY WEALTH ADVISORS, LLC
LIVERMORE, CA | NEW BERN, NC
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 |
|---|---|---|---|---|---|---|
| BLUESKY WEALTH ADVISORS, LLC | Independent wealth | Sep 18, 2013 | n/a | yes | NEW BERN, NC|LIVERMORE, CA | Current employment |
| PLEASANTON FINANCIAL ADVISORS | Former SEC adviser | Apr 2, 2008 | Nov 27, 2013 | no | PLEASANTON, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PLEASANTON FINANCIAL ADVISORS | BLUESKY WEALTH ADVISORS, LLC | Nov 27, 2013 | Sep 18, 2013 | -70 | Firm change after gap | Other |