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RIA / WealthAdvisorCertified Financial Planner28 years in industry

JEFFERY DANE BROOKSHIRE

Advisor at PACIFIC WEALTH STRATEGIES GROUP, INC.

SANTA BARBARA, CA

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Search this name across graphsid dfx:ria:ce34f82e-d5ac-fcc2-9f47-1f1c6557e501

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 19, 2003 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PACIFIC WEALTH STRATEGIES GROUP, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 26, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Nov 26, 1997
First registration: Jun 19, 2003
Dual registered: no
IAPD individual key: 2964215

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PACIFIC WEALTH STRATEGIES GROUP, INC.	Independent wealth	Jan 1, 2026	n/a	yes	SANTA BARBARA, CA	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Nov 12, 2020	Apr 25, 2022	no	SANTA BARBARA, CA	Previous registration
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Jul 2, 2012	Nov 12, 2020	no	CHESTERFIELD, MO\|SANTA BARBARA, CA\|SANTA BARBARA, CA	Previous registration
FIRST ALLIED SECURITIES, INC.	Former SEC adviser	Jun 19, 2003	Jul 2, 2012	no	SANTA BARBARA, CA\|PORTERVILLE, CA\|SANTA BARBARA, CA\|PORTERVILLE, CA\|Santa Barbara, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CETERA INVESTMENT ADVISERS LLC	PACIFIC WEALTH STRATEGIES GROUP, INC.	Apr 25, 2022	Jan 1, 2026	1,347	Firm change after gap	Ibd to RIA
FIRST ALLIED ADVISORY SERVICES, INC.	CETERA INVESTMENT ADVISERS LLC	Nov 12, 2020	Nov 12, 2020	0	Bulk transfer	Ibd to ibd
FIRST ALLIED SECURITIES, INC.	FIRST ALLIED ADVISORY SERVICES, INC.	Jul 2, 2012	Jul 2, 2012	0	Bulk transfer	Other

Relationships

Registered with (4)

→ PACIFIC WEALTH STRATEGIES GROUP, INC.Registered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Nov 12, 2020 to Apr 25, 2022factForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jul 2, 2012 to Nov 12, 2020factForm ADV
→ FIRST ALLIED SECURITIES, INC.Registered adviserregistration: previous registration
Jun 19, 2003 to Jul 2, 2012factForm ADV

Dated events

Occurred
Apr 25, 2022
Advisor changed firm
Jeffery Dane Brookshire left Cetera Investment Advisers Llc for Pacific Wealth Strategies Group, Inc. (registered 2026-01-01)
Form ADVobserved 6 days ago