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Advisor at THE WEALTH CONSULTING GROUP
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 |
|---|---|---|---|---|---|---|
| THE WEALTH CONSULTING GROUP | Independent wealth | Nov 19, 2014 | n/a | yes | SAN DIEGO, CA | Current employment |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Apr 24, 2007 | Nov 17, 2014 | no | SAN DIEGO, CA|RANCHO MIRAGE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MSI FINANCIAL SERVICES, INC. | THE WEALTH CONSULTING GROUP | Nov 17, 2014 | Nov 19, 2014 | 2 | Firm change | Other |