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Advisor at SLOY, DAHL & HOLST, LLC
BELLEVUE, WA | VANCOUVER, WA | PORT ANGELES, WA
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 |
|---|---|---|---|---|---|---|
| HALLETT ADVISORS | Independent wealth | Nov 18, 2019 | n/a | yes | PORT ANGELES, WA|BELLEVUE, WA | Current employment |
| SLOY, DAHL & HOLST, LLC | Mixed wealth | Jan 20, 2014 | n/a | yes | VANCOUVER, WA|BELLEVUE, WA | Current employment |
| SMART INVESTOR, LLC | Former SEC adviser | Feb 16, 2017 | Aug 25, 2022 | no | Kirkland, WA|ROSEVILLE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SMART INVESTOR, LLC | HALLETT ADVISORS | Aug 25, 2022 | Nov 18, 2019 | -1,011 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 116587:306187:CA:2022-08-25 | Aug 25, 2022 | Nov 18, 2019 | ROSEVILLE, CA | Firm change after gap |