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Advisor at BRIGHTON JONES LLC
SAN DIEGO, CA | SEATTLE, WA | 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 |
|---|---|---|---|---|---|---|
| BRIGHTON JONES LLC | Independent wealth | Sep 11, 2026 | n/a | yes | SEATTLE, WA|San Diego, CA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 20, 2021 | n/a | yes | SAN DIEGO, CA | Current employment |
| PEAK AMERICAN INVESTMENT ADVISORS, INC. | Independent wealth | Aug 13, 2020 | Apr 12, 2021 | no | Poway, CA|PLANO, TX | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Aug 24, 2011 | Jun 2, 2017 | no | MORRISTOWN, NJ|PARAMUS, NJ|SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PEAK AMERICAN INVESTMENT ADVISORS, INC. | LPL FINANCIAL LLC | Apr 12, 2021 | Apr 20, 2021 | 8 | Firm change | RIA to ibd |
| STRATEGIC ADVISERS LLC | PEAK AMERICAN INVESTMENT ADVISORS, INC. | Jun 2, 2017 | Aug 13, 2020 | 1,168 | Firm change after gap | Ibd to RIA |