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Advisor at PACIFIC POINT WEALTH MANAGEMENT
CARLSBAD, 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 |
|---|---|---|---|---|---|---|
| PACIFIC POINT WEALTH MANAGEMENT | Former SEC adviser | Oct 3, 2025 | n/a | yes | CARLSBAD, CA | Current employment |
| X ADVISORS, LLC | Independent wealth | Aug 10, 2021 | Aug 18, 2025 | no | SANTA MARIA, CA | Previous registration |
| INDEPENDENT FINANCIAL GROUP, LLC | Bd affiliated wealth | Jan 29, 2021 | Aug 12, 2025 | no | Santa Maria, CA|Denver, CO|OCEANSIDE, CA | Previous registration |
| EDWARD JONES | National bd RIA | Apr 4, 2019 | Feb 1, 2021 | no | SAN DIEGO, CA|ST LOUIS, MO|Cardiff, CA|CARDIFF, CA|SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| X ADVISORS, LLC | PACIFIC POINT WEALTH MANAGEMENT | Aug 18, 2025 | Oct 3, 2025 | 46 | Firm change | RIA to new firm |
| INDEPENDENT FINANCIAL GROUP, LLC | X ADVISORS, LLC | Aug 12, 2025 | Aug 10, 2021 | -1,463 | Firm change after gap | Ibd to RIA |
| EDWARD JONES | INDEPENDENT FINANCIAL GROUP, LLC | Feb 1, 2021 | Jan 29, 2021 | -3 | Firm change | Ibd to RIA |