DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CRYSTAL COVE ASSET MANAGEMENT
NEWPORT 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 |
|---|---|---|---|---|---|---|
| CRYSTAL COVE ASSET MANAGEMENT | Independent wealth | Jan 1, 2026 | n/a | yes | NEWPORT BEACH, CA | Current employment |
| CRYSTAL COVE ASSET MANAGEMENT | Independent wealth | Jun 12, 2019 | Jun 23, 2021 | no | NEWPORT BEACH, CA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 17, 2005 | Jun 13, 2019 | no | IRVINE, CA|SEAL BEACH, CA | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Sep 5, 2003 | Oct 17, 2005 | no | SANTA ANA, CA | Previous registration |
| CITICORP INVESTMENT SERVICES | n/a | Mar 7, 2003 | Sep 2, 2003 | no | LONG ISLAND CITY, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | CRYSTAL COVE ASSET MANAGEMENT | Jun 13, 2019 | Jun 12, 2019 | -1 | Firm change | RIA to RIA |
| WELLS FARGO INVESTMENTS, LLC | LPL FINANCIAL LLC | Oct 17, 2005 | Oct 17, 2005 | 0 | Firm change | Other |
| CITICORP INVESTMENT SERVICES | WELLS FARGO INVESTMENTS, LLC | Sep 2, 2003 | Sep 5, 2003 | 3 | Firm change | Other |