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Advisor at SOARING INVESTMENT MANAGEMENT, LLC
PORTLAND, OR | Rancho Palos Verdes, 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 |
|---|---|---|---|---|---|---|
| SOARING INVESTMENT MANAGEMENT, LLC | Independent wealth | Jul 14, 2025 | n/a | yes | PORTLAND, OR|Rancho Palos Verdes, CA | Current employment |
| PROTECTION POINT ADVISORS | Former SEC adviser | Oct 10, 2018 | Jul 10, 2025 | no | Culver City, CA|ROSEVILLE, CA|Torrance, CA | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Nov 3, 2015 | Feb 28, 2019 | no | Culver City, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PROTECTION POINT ADVISORS | SOARING INVESTMENT MANAGEMENT, LLC | Jul 10, 2025 | Jul 14, 2025 | 4 | Firm change | RIA to RIA |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | PROTECTION POINT ADVISORS | Feb 28, 2019 | Oct 10, 2018 | -141 | Firm change after gap | Other |