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Dustin Paul Watts

Team Wealth & Tax Advisors

Temecula, CA

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Current Employers
Team Wealth & Tax Advisors

40395 Winchester Road Suite A, Temecula, CA 92591 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-10-26
CA RA APPROVED 2020-07-10
  • TX RA
    APPROVED_RES
    Since 2021-10-26
  • CA RA
    APPROVED
    Since 2020-07-10

Branch Locations

40395 Winchester Road Suite A, Temecula, CA 92591 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ae Wealth Management, Llc Topeka KS 10/2018 10/2020
Team Financial Group, Llc Dba Team Wealth & Tax Advisors Temecula CA 10/2016 Present
Chase Bank Wildomar CA 03/2012 10/2016
Team Financial Group, Llc Dba Team Financial & Insurance Service Temecula CA 05/2020 12/2024
  • 10/2018 → 10/2020
    Ae Wealth Management, Llc
    Topeka, KS
  • 10/2016 → Present
    Team Financial Group, Llc Dba Team Wealth & Tax Advisors
    Temecula, CA
  • 03/2012 → 10/2016
    Chase Bank
    Wildomar, CA
  • 05/2020 → 12/2024
    Team Financial Group, Llc Dba Team Financial & Insurance Service
    Temecula, CA
Previous Registrations
Designations

View on SEC IAPD

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