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Reading the graph
Advisor at CORIENT
Newport Beach, 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 |
|---|---|---|---|---|---|---|
| Corient | Independent wealth | Jan 8, 2025 | n/a | yes | Newport Beach, CA | Current employment |
| MARTINSEN WEALTH MANAGEMENT | Independent wealth | Sep 23, 2024 | Oct 3, 2024 | no | Valencia, CA|TEMPE, AZ | Previous registration |
| TUTTLE VENTURES, LLC | n/a | Jul 26, 2021 | Dec 23, 2024 | no | Corona, CA | Previous registration |
| PACIFIC CAPITAL | Independent wealth | Jul 12, 2018 | Jun 23, 2021 | no | CORONA, CA | Previous registration |
| Keatsconnelly | Former SEC adviser | Aug 23, 2017 | Jul 9, 2018 | no | PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TUTTLE VENTURES, LLC | MARTINSEN WEALTH MANAGEMENT | Dec 23, 2024 | Sep 23, 2024 | -91 | Firm change after gap | Other |
| MARTINSEN WEALTH MANAGEMENT | Corient | Oct 3, 2024 | Jan 8, 2025 | 97 | Firm change | Other |
| PACIFIC CAPITAL | TUTTLE VENTURES, LLC | Jun 23, 2021 | Jul 26, 2021 | 33 | Firm change | Other |
| Keatsconnelly | PACIFIC CAPITAL | Jul 9, 2018 | Jul 12, 2018 | 3 | Firm change | RIA to RIA |