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Advisor at RIDGELINE PUBLIC ADVISORS, LLC
LAKEWOOD, CO
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 |
|---|---|---|---|---|---|---|
| RIDGELINE PUBLIC ADVISORS, LLC | State registered | Jun 3, 2025 | n/a | yes | LAKEWOOD, CO | Current employment |
| MEEDER PUBLIC FUNDS, INC. | Institutional manager | Sep 9, 2024 | Apr 16, 2025 | no | DUBLIN, OH | Previous registration |
| PTMA INVESTMENT ADVISORS | Asset manager | Jun 17, 2019 | Jul 31, 2023 | no | DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MEEDER PUBLIC FUNDS, INC. | RIDGELINE PUBLIC ADVISORS, LLC | Apr 16, 2025 | Jun 3, 2025 | 48 | Firm change | Other |
| PTMA INVESTMENT ADVISORS | MEEDER PUBLIC FUNDS, INC. | Jul 31, 2023 | Sep 9, 2024 | 406 | Firm change after gap | Other |