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Advisor at MISSION HILLS FINANCIAL ADVISORY LLC
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 |
|---|---|---|---|---|---|---|
| MISSION HILLS FINANCIAL ADVISORY LLC | Independent wealth | Oct 12, 2023 | n/a | yes | SAN DIEGO, CA | Current employment |
| MISSION HILLS FINANCIAL | Former SEC adviser | Feb 26, 2018 | Jan 9, 2025 | no | SAN DIEGO, CA | Previous registration |
| NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | Former SEC adviser | Jan 3, 2017 | Aug 3, 2017 | no | SAN DIEGO, CA|LOS ANGELES, CA | Previous registration |
| THE PLANNERS NETWORK, INC. | Former SEC adviser | Mar 3, 2014 | Dec 31, 2017 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MISSION HILLS FINANCIAL | MISSION HILLS FINANCIAL ADVISORY LLC | Jan 9, 2025 | Oct 12, 2023 | -455 | Channel change | Other |
| THE PLANNERS NETWORK, INC. | NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | Dec 31, 2017 | Jan 3, 2017 | -362 | Firm change after gap | Other |
| NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | MISSION HILLS FINANCIAL | Aug 3, 2017 | Feb 26, 2018 | 207 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 126812:328516:CA:2025-01-09 | Jan 9, 2025 | Oct 12, 2023 | SAN DIEGO, CA | Firm change after gap |