DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WENTWORTH-BAER WEALTH MANAGEMENT
SAN PEDRO, 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 |
|---|---|---|---|---|---|---|
| WENTWORTH-BAER WEALTH MANAGEMENT | State registered | Apr 6, 2026 | n/a | yes | SAN PEDRO, CA | Current employment |
| ASHLAND INVESTMENT ADVISERS | n/a | Jan 24, 2019 | Jan 7, 2020 | no | TORRANCE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ASHLAND INVESTMENT ADVISERS | WENTWORTH-BAER WEALTH MANAGEMENT | Jan 7, 2020 | Apr 6, 2026 | 2,281 | Firm change after gap | Other |