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Advisor at CLEAR CREEK FINANCIAL MANAGEMENT, LLC
Meridian, ID | SILVERDALE, 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 |
|---|---|---|---|---|---|---|
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | Independent wealth | Oct 22, 2021 | n/a | yes | SILVERDALE, WA|Meridian, ID | Current employment |
| ARBOR POINT ADVISORS | Former SEC adviser | Nov 9, 2020 | Oct 28, 2021 | no | MERIDIAN, ID | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Nov 6, 2020 | Oct 28, 2021 | no | MERIDIAN, ID | Previous registration |
| KMS FINANCIAL SERVICES, INC | Former SEC adviser | Jun 29, 2009 | Nov 6, 2020 | no | SEATTLE, WA|MERIDIAN, ID|SEATTLE, WA | Previous registration |
| SAWTOOTH SECURITIES, LLC | n/a | Sep 12, 2002 | Sep 30, 2009 | no | BOISE, ID|MERIDIAN, ID|BOISE, ID|BOISE, ID|BOISE, ID | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARBOR POINT ADVISORS | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | Oct 28, 2021 | Oct 22, 2021 | -6 | Firm change | Ibd to RIA |
| SECURITIES AMERICA ADVISORS, INC. | ARBOR POINT ADVISORS | Oct 28, 2021 | Nov 9, 2020 | -353 | Channel change | Ibd to ibd |
| KMS FINANCIAL SERVICES, INC | SECURITIES AMERICA ADVISORS, INC. | Nov 6, 2020 | Nov 6, 2020 | 0 | Bulk transfer | Ibd to ibd |
| SAWTOOTH SECURITIES, LLC | KMS FINANCIAL SERVICES, INC | Sep 30, 2009 | Jun 29, 2009 | -93 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110518:165127:ID:2021-10-28 | Oct 28, 2021 | Nov 9, 2020 | MERIDIAN, ID | Firm change after gap |
| 165127:170602:ID:2021-10-28 | Oct 28, 2021 | Oct 22, 2021 | MERIDIAN, ID | Firm change |