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AGUIAR, STEPHEN, JOHN, CRD 289324
WALNUT CREEK, 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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| STEVE JOHN AGUIAR | n/a | WALNUT CREEK, CA | 8 | 33 | 1 | yes |
| ADAM AMIR BAGHERIAN | Certified Financial Planner | WALNUT CREEK, CA | 8 | 14 | 3 | yes |
| PHILLIP JOSEPH DUTRA | n/a | WALNUT CREEK, CA | 8 | 11 | 3 | yes |
| Ryan David Aguiar | n/a | WALNUT CREEK, CA | 6 | 10 | 1 | yes |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| ARBOR WEALTH MANAGEMENT | 3 | Dec 14, 2017 | Nov 14, 2017 | WALNUT CREEK, CA | Firm absorbed | Other | 100.0% |