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Advisor at MANCHESTER FINANCIAL INC
WESTLAKE VILLAGE, 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 |
|---|---|---|---|---|---|---|
| MANCHESTER FINANCIAL INC | Independent wealth | Sep 8, 2021 | n/a | yes | WESTLAKE VILLAGE, CA | Current employment |
| ONE CAPITAL MANAGEMENT, LLC | Independent wealth | Nov 11, 2016 | Sep 13, 2019 | no | WESTLAKE VILLAGE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ONE CAPITAL MANAGEMENT, LLC | MANCHESTER FINANCIAL INC | Sep 13, 2019 | Sep 8, 2021 | 726 | Firm change after gap | RIA to RIA |