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RIA / WealthAdvisor12 years in industry

James Curran

Advisor at PACIFIC POINT WEALTH MANAGEMENT

CARLSBAD, CA

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Search this name across graphsid dfx:ria:f0fcbc01-e3c3-d6e4-83b2-9fa7e62aac48

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Apr 5, 2019 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PACIFIC POINT WEALTH MANAGEMENT
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Dec 3, 2015
First registration: Apr 5, 2019
Dual registered: no
Other names: JAMES CURRAN|JAMES CURRAN
IAPD individual key: 6569802

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PACIFIC POINT WEALTH MANAGEMENT	Former SEC adviser	Dec 16, 2025	n/a	yes	CARLSBAD, CA	Current employment
Oneseven	Independent wealth	May 17, 2024	Aug 12, 2025	no	BEACHWOOD, OH\|Bakersfield, CA	Previous registration
X ADVISORS, LLC	Independent wealth	May 10, 2022	May 17, 2024	no	Bakersfield, CA\|SANTA MARIA, CA	Previous registration
EDWARD JONES	National bd RIA	Apr 5, 2019	May 10, 2022	no	BAKERSFIELD, CA\|ST LOUIS, MO\|BAKERSFIELD, CA\|BAKERSFIELD, CA\|BAKERSFIELD, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Oneseven	PACIFIC POINT WEALTH MANAGEMENT	Aug 12, 2025	Dec 16, 2025	126	Firm change	RIA to new firm
X ADVISORS, LLC	Oneseven	May 17, 2024	May 17, 2024	0	Firm change	RIA to RIA
EDWARD JONES	X ADVISORS, LLC	May 10, 2022	May 10, 2022	0	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ PACIFIC POINT WEALTH MANAGEMENTRegistered adviserregistration: current employment
Dec 16, 2025 to presentfactForm ADV
→ ONESEVENRegistered adviserregistration: previous registration
May 17, 2024 to Aug 12, 2025factForm ADV
→ X ADVISORS, LLCRegistered adviserregistration: previous registration
May 10, 2022 to May 17, 2024factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Apr 5, 2019 to May 10, 2022factForm ADV

Dated events

Occurred
Aug 12, 2025
Advisor changed firm
James Curran left Oneseven for Pacific Point Wealth Management (registered 2025-12-16)
Form ADVobserved 6 days ago
Occurred
May 17, 2024
Advisor changed firm
James Curran left X Advisors, Llc for Oneseven (registered 2024-05-17)
Form ADVobserved 6 days ago
Occurred
May 10, 2022
Advisor changed firm
James Curran left Edward Jones for X Advisors, Llc (registered 2022-05-10)
Form ADVobserved 6 days ago