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Advisor at PREMIER WEALTH ADVISORS, LLC
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 |
|---|---|---|---|---|---|---|
| PREMIER WEALTH ADVISORS, LLC | Independent wealth | Feb 12, 2025 | n/a | yes | SAN DIEGO, CA | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Sep 1, 2023 | Oct 28, 2024 | no | CALABASAS, CA | Previous registration |
| SAGEPOINT FINANCIAL, INC. | Former SEC adviser | Jun 14, 2021 | Sep 1, 2023 | no | CALABASAS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | PREMIER WEALTH ADVISORS, LLC | Oct 28, 2024 | Feb 12, 2025 | 107 | Firm change | Ibd to RIA |
| SAGEPOINT FINANCIAL, INC. | OSAIC WEALTH, INC. | Sep 1, 2023 | Sep 1, 2023 | 0 | Bulk transfer | Ibd to ibd |