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Advisor at ALTURA WEALTH ADVISORS INC.
SANTA CLARA, CA | 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 |
|---|---|---|---|---|---|---|
| ALTURA WEALTH ADVISORS INC. | Independent wealth | Dec 23, 2020 | n/a | yes | SANTA CLARA, CA|SAN DIEGO, CA | Current employment |
| QUALIFIED PLANNING | State registered | Oct 18, 2019 | Dec 9, 2020 | no | SAN DIEGO, CA | Previous registration |
| QUALIFIED PLANNING | n/a | Feb 14, 2018 | Dec 11, 2019 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| QUALIFIED PLANNING | ALTURA WEALTH ADVISORS INC. | Dec 9, 2020 | Dec 23, 2020 | 14 | Firm change | Other |
| QUALIFIED PLANNING | QUALIFIED PLANNING | Dec 11, 2019 | Oct 18, 2019 | -54 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 152546:304788:CA:2019-12-11 | Dec 11, 2019 | Oct 18, 2019 | SAN DIEGO, CA | Firm change after gap |