DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at DEDICATED CAPITAL ADVISORS, LLC
SAN FRANCISCO, 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 |
|---|---|---|---|---|---|---|
| DEDICATED CAPITAL ADVISORS, LLC | Independent wealth | Feb 26, 2018 | n/a | yes | SAN FRANCISCO, CA | Current employment |
| DEDICATED CAPITAL ADVISORS, LLC | Independent wealth | Oct 14, 2013 | Dec 31, 2015 | no | SAN FRANCISCO, CA | Previous registration |
| NAVITAS WEALTH ADVISORS, INC. | Former SEC adviser | Jan 2, 2013 | Dec 31, 2013 | no | RIDGELAND, MS | Previous registration |
| NAVITAS WEALTH ADVISORS, INC. | Former SEC adviser | Jan 26, 2009 | Dec 31, 2012 | no | RIDGELAND, MS | Previous registration |
| NAVITAS WEALTH ADVISORS, INC. | Former SEC adviser | Jan 1, 2001 | Dec 31, 2008 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NAVITAS WEALTH ADVISORS, INC. | DEDICATED CAPITAL ADVISORS, LLC | Dec 31, 2013 | Oct 14, 2013 | -78 | Firm change after gap | Other |