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Advisor at AQUILA WEALTH ADVISORS
SAN LUIS OBISPO, 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 |
|---|---|---|---|---|---|---|
| AQUILA WEALTH ADVISORS | State registered | Oct 13, 2017 | n/a | yes | SAN LUIS OBISPO, CA | Current employment |
| CREW WEALTH MANAGEMENT | State registered | Mar 22, 2013 | Oct 13, 2017 | no | SAN LUIS OBISPO, CA|San Luis Obispo, CA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 3, 2011 | Oct 10, 2017 | no | SAN LUIS OBISPO, CA|ORCUTT, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREW WEALTH MANAGEMENT | AQUILA WEALTH ADVISORS | Oct 13, 2017 | Oct 13, 2017 | 0 | Firm change | Other |
| LPL FINANCIAL LLC | CREW WEALTH MANAGEMENT | Oct 10, 2017 | Mar 22, 2013 | -1,663 | Firm change after gap | Other |