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Advisor at CORVUS WEALTH ADVISORS LLC
TEMPLETON, 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 |
|---|---|---|---|---|---|---|
| CORVUS WEALTH ADVISORS LLC | Independent wealth | Jan 12, 2021 | n/a | yes | TEMPLETON, CA | Current employment |
| GARCIA WEALTH MANAGEMENT GROUP, INC. | Former SEC adviser | Oct 25, 2016 | Mar 29, 2021 | no | TEMPLETON, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GARCIA WEALTH MANAGEMENT GROUP, INC. | CORVUS WEALTH ADVISORS LLC | Mar 29, 2021 | Jan 12, 2021 | -76 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 158082:311261:CA:2021-03-29 | Mar 29, 2021 | Jan 12, 2021 | TEMPLETON, CA | Firm change after gap |