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Advisor at BIRD ROCK MANAGEMENT, LLC
LAGUNA BEACH, 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 |
|---|---|---|---|---|---|---|
| BIRD ROCK MANAGEMENT, LLC | State registered | Nov 20, 2025 | n/a | yes | LAGUNA BEACH, CA | Current employment |
| CRITERION WEALTH MANAGEMENT | Former SEC adviser | Oct 30, 2008 | Jul 6, 2009 | no | VALENCIA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CRITERION WEALTH MANAGEMENT | BIRD ROCK MANAGEMENT, LLC | Jul 6, 2009 | Nov 20, 2025 | 5,981 | Firm change after gap | Other |