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Advisor at HOLON WEALTH MANAGEMENT
EUGENE, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| HOLON WEALTH MANAGEMENT | Independent wealth | Aug 22, 2025 | n/a | yes | EUGENE, OR | Current employment |
| IMPACT INVESTORS | Independent wealth | Feb 15, 2018 | Jul 27, 2026 | no | APTOS, CA|Eugene, OR|EUGENE, OR | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Jun 24, 2016 | Jun 26, 2018 | no | Fairfax, CA|Berkeley, CA|San Diego, CA|San Diego, CA | Previous registration |
| PROTECTED INVESTORS OF AMERICA | Former SEC adviser | Jan 14, 2003 | Jul 28, 2016 | no | SAN FRANCISCO, CA|BERKELEY, CA|BERKELEY, CA|BERKELEY, CA|SAN FRANCISCO, CA|SAN FRANCISCO, CA|SAN FRANCISCO, CA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Dec 27, 2000 | Dec 18, 2002 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IMPACT INVESTORS | HOLON WEALTH MANAGEMENT | Jul 27, 2026 | Aug 22, 2025 | -339 | Firm change after gap | RIA to new firm |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | IMPACT INVESTORS | Jun 26, 2018 | Feb 15, 2018 | -131 | Firm change after gap | Ibd to RIA |
| PROTECTED INVESTORS OF AMERICA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Jul 28, 2016 | Jun 24, 2016 | -34 | Firm change after gap | Other |
| CITIGROUP GLOBAL MARKETS INC. | PROTECTED INVESTORS OF AMERICA | Dec 18, 2002 | Jan 14, 2003 | 27 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:289028:CA:2018-06-26 | Jun 26, 2018 | Feb 15, 2018 | SAN DIEGO, CA | Firm change after gap |
| 6082:134139:CA:2016-07-22 | Jul 28, 2016 | Jun 24, 2016 | SAN FRANCISCO, CA | Firm change after gap |