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Advisor at SUN VALLEY ADVISORY
SCOTTSDALE, AZ
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 |
|---|---|---|---|---|---|---|
| SUN VALLEY ADVISORY | State registered | Jun 19, 2024 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| ENCOMPASS MORE ASSET MANAGEMENT LLC | Independent wealth | Oct 12, 2022 | May 22, 2023 | no | Scottsdale, AZ|DANVILLE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ENCOMPASS MORE ASSET MANAGEMENT LLC | SUN VALLEY ADVISORY | May 22, 2023 | Jun 19, 2024 | 394 | Firm change | RIA to state RIA |