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Advisor at CHIMERA WEALTH
PACIFIC GROVE, 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 |
|---|---|---|---|---|---|---|
| CHIMERA WEALTH | State registered | Dec 22, 2020 | n/a | yes | PACIFIC GROVE, CA | Current employment |
| NEXT FINANCIAL GROUP, INC. | Former SEC adviser | Jul 25, 2018 | Nov 16, 2018 | no | SACRAMENTO, CA | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Jun 10, 2016 | Nov 15, 2018 | no | Santa Rosa, CA | Previous registration |
| PROTECTED INVESTORS OF AMERICA | Former SEC adviser | May 1, 2015 | Jul 29, 2016 | no | Santa Rosa, CA | Previous registration |
| WADDELL & REED | Former SEC adviser | Dec 14, 2012 | May 7, 2015 | no | SACRAMENTO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEXT FINANCIAL GROUP, INC. | CHIMERA WEALTH | Nov 16, 2018 | Dec 22, 2020 | 767 | Firm change after gap | RIA to state RIA |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | NEXT FINANCIAL GROUP, INC. | Nov 15, 2018 | Jul 25, 2018 | -113 | Firm change after gap | Ibd to RIA |
| PROTECTED INVESTORS OF AMERICA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Jul 29, 2016 | Jun 10, 2016 | -49 | Firm change after gap | Other |
| WADDELL & REED | PROTECTED INVESTORS OF AMERICA | May 7, 2015 | May 1, 2015 | -6 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6082:134139:CA:2016-07-22 | Jul 29, 2016 | Jun 10, 2016 | SANTA ROSA, CA | Firm change after gap |