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Advisor at PAINTED PORCH ADVISORS LLC
SANTA BARBARA, 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 |
|---|---|---|---|---|---|---|
| PAINTED PORCH ADVISORS LLC | Independent wealth | Jan 24, 2025 | n/a | yes | SANTA BARBARA, CA | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | May 24, 2023 | Nov 29, 2024 | no | Westlake Village, CA|SAN DIEGO, CA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 22, 2022 | May 26, 2023 | no | THOUSAND OAKS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | PAINTED PORCH ADVISORS LLC | Nov 29, 2024 | Jan 24, 2025 | 56 | Firm change | Ibd to RIA |
| LPL FINANCIAL LLC | COMMONWEALTH FINANCIAL NETWORK | May 26, 2023 | May 24, 2023 | -2 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:8032:CA:2023-05-26 | May 26, 2023 | May 24, 2023 | THOUSAND OAKS, CA | Firm change |