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Advisor at CANTER WEALTH
LA JOLLA, 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 |
|---|---|---|---|---|---|---|
| CANTER WEALTH | Independent wealth | May 30, 2017 | n/a | yes | LA JOLLA, CA | Current employment |
| PURE FINANCIAL ADVISORS, LLC | Independent wealth | Jan 28, 2014 | May 23, 2017 | no | SAN DIEGO, CA | Previous registration |
| DIMENSIONAL FUND ADVISORS LP | Asset manager | Sep 13, 2011 | Jan 28, 2014 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PURE FINANCIAL ADVISORS, LLC | CANTER WEALTH | May 23, 2017 | May 30, 2017 | 7 | Firm change | Other |
| DIMENSIONAL FUND ADVISORS LP | PURE FINANCIAL ADVISORS, LLC | Jan 28, 2014 | Jan 28, 2014 | 0 | Firm change | Other |