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Advisor at CENTURA WEALTH ADVISORY
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 |
|---|---|---|---|---|---|---|
| CENTURA WEALTH ADVISORY | Independent wealth | Feb 4, 2019 | n/a | yes | SAN DIEGO, CA | Current employment |
| REILLY FINANCIAL ADVISORS | Former SEC adviser | Jan 12, 2012 | Feb 28, 2019 | no | LA MESA, CA | Previous registration |
| ERNST & YOUNG INVESTMENT ADVISERS LLP | No RAUM reported | Aug 15, 2007 | Dec 1, 2011 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| REILLY FINANCIAL ADVISORS | CENTURA WEALTH ADVISORY | Feb 28, 2019 | Feb 4, 2019 | -24 | Firm change | RIA to RIA |
| ERNST & YOUNG INVESTMENT ADVISERS LLP | REILLY FINANCIAL ADVISORS | Dec 1, 2011 | Jan 12, 2012 | 42 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110315:296985:CA:2019-02-28 | Feb 28, 2019 | Feb 4, 2019 | LA MESA, CA | Firm change |