DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WESTSHORE WEALTH
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 |
|---|---|---|---|---|---|---|
| WESTSHORE WEALTH | Independent wealth | Jan 1, 2026 | n/a | yes | Newport Beach, CA | Current employment |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Sep 22, 2015 | Oct 26, 2016 | no | NEWPORT BEACH, CA | Previous registration |
| FISHER INVESTMENTS | Independent wealth | Jan 4, 2008 | Sep 8, 2015 | no | SAN MATEO, CA|PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVICE AND PLANNING SERVICES | WESTSHORE WEALTH | Oct 26, 2016 | Jan 1, 2026 | 3,354 | Firm change after gap | Other |
| FISHER INVESTMENTS | ADVICE AND PLANNING SERVICES | Sep 8, 2015 | Sep 22, 2015 | 14 | Firm change | Other |