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Reading the graph
Advisor at MY PORTFOLIO GUIDE, LLC
SEAL BEACH, 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 |
|---|---|---|---|---|---|---|
| MY PORTFOLIO GUIDE, LLC | Independent wealth | Jan 1, 2025 | n/a | yes | SEAL BEACH, CA | Current employment |
| MY PORTFOLIO GUIDE, LLC | Independent wealth | Jun 15, 2010 | Dec 31, 2018 | no | SEAL BEACH, CA | Previous registration |
| FISHER INVESTMENTS | Independent wealth | Nov 13, 2007 | Feb 28, 2008 | no | SAN MATEO, CA|PLANO, TX | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jun 29, 1999 | Jan 4, 2005 | no | LONG BEACH, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FISHER INVESTMENTS | MY PORTFOLIO GUIDE, LLC | Feb 28, 2008 | Jun 15, 2010 | 838 | Firm change after gap | Other |
| CHARLES SCHWAB & CO., INC. | FISHER INVESTMENTS | Jan 4, 2005 | Nov 13, 2007 | 1,043 | Firm change after gap | Other |