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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 | Jun 2, 2026 | n/a | yes | SAN DIEGO, CA | Current employment |
| KEY INVESTMENT SERVICES LLC | Bd affiliated wealth | Sep 8, 2025 | May 4, 2026 | no | Hillsboro, OR|BROOKLYN, OH|Hillsboro, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KEY INVESTMENT SERVICES LLC | CENTURA WEALTH ADVISORY | May 4, 2026 | Jun 2, 2026 | 29 | Firm change | Ibd to RIA |