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Advisor at PREMIER WEALTH ADVISORS, 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 |
|---|---|---|---|---|---|---|
| PREMIER WEALTH ADVISORS, LLC | Independent wealth | Jan 10, 2019 | n/a | yes | SAN DIEGO, CA | Current employment |
| INDEPENDENT FINANCIAL GROUP, LLC | Bd affiliated wealth | Dec 7, 2005 | n/a | yes | SAN DIEGO, CA | Current employment |
| FINANCIAL DESIGNS LTD. | n/a | May 12, 2005 | Apr 8, 2010 | no | SAN DIEGO, CA|SAN DIEGO, CA|SAN DEIGO, CA | Previous registration |
| FIRST COMMAND BANK | n/a | Apr 12, 2004 | May 7, 2004 | no | FORT WORTH, TX | Previous registration |
| FIRST COMMAND FINANCIAL PLANNING, INC. | Former SEC adviser | Jun 19, 2000 | Apr 12, 2004 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIAL DESIGNS LTD. | INDEPENDENT FINANCIAL GROUP, LLC | Apr 8, 2010 | Dec 7, 2005 | -1,583 | Firm change after gap | Other |
| FIRST COMMAND BANK | FINANCIAL DESIGNS LTD. | May 7, 2004 | May 12, 2005 | 370 | Firm change | Other |
| FIRST COMMAND FINANCIAL PLANNING, INC. | FIRST COMMAND BANK | Apr 12, 2004 | Apr 12, 2004 | 0 | Firm change | Other |