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Advisor at WESPAC ADVISORS, LLC
ORINDA, 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 |
|---|---|---|---|---|---|---|
| WESPAC ADVISORS, LLC | Other adviser | Jan 1, 2025 | n/a | yes | ORINDA, CA | Current employment |
| STONEMARK WEALTH MANAGEMENT | Independent wealth | Sep 21, 2011 | Nov 18, 2013 | no | OAKLAND, CA | Previous registration |
| WESPAC ADVISORS, LLC | n/a | Jun 4, 2007 | Oct 21, 2008 | no | OAKLAND, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STONEMARK WEALTH MANAGEMENT | WESPAC ADVISORS, LLC | Nov 18, 2013 | Jan 1, 2025 | 4,062 | Firm change after gap | Other |
| WESPAC ADVISORS, LLC | STONEMARK WEALTH MANAGEMENT | Oct 21, 2008 | Sep 21, 2011 | 1,065 | Firm change after gap | Other |