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Advisor at LIGHTHOUSE FINANCIAL LLC
COLORADO SPRINGS, CO
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 |
|---|---|---|---|---|---|---|
| LIGHTHOUSE FINANCIAL LLC | Former SEC adviser | Jul 14, 2026 | n/a | yes | COLORADO SPRINGS, CO|COLORADO SPRINGS, CO | Current employment |
| ACCELERATED WEALTH ADVISORS LLC | Independent wealth | Jan 22, 2024 | n/a | yes | COLORADO SPRINGS, CO | Current employment |
| CAPITAL INVESTMENT ADVISORS, LLC | Independent wealth | Nov 7, 2023 | Dec 14, 2023 | no | Greenwood Village, CO | Previous registration |
| STRATEGIC WEALTH INVESTMENT GROUP, LLC | Independent wealth | Jan 4, 2022 | Oct 24, 2023 | no | LOUISVILLE, KY|Westminster, CO | Previous registration |
| FISHER INVESTMENTS | Independent wealth | Oct 19, 2017 | May 5, 2021 | no | PLANO, TX|CAMAS, WA|PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL INVESTMENT ADVISORS, LLC | ACCELERATED WEALTH ADVISORS LLC | Dec 14, 2023 | Jan 22, 2024 | 39 | Firm change | RIA to RIA |
| STRATEGIC WEALTH INVESTMENT GROUP, LLC | CAPITAL INVESTMENT ADVISORS, LLC | Oct 24, 2023 | Nov 7, 2023 | 14 | Firm change | RIA to RIA |
| FISHER INVESTMENTS | STRATEGIC WEALTH INVESTMENT GROUP, LLC | May 5, 2021 | Jan 4, 2022 | 244 | Firm change | RIA to RIA |