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Advisor at PARA WEALTH ADVISORS, INC.
CAMAS, 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 |
|---|---|---|---|---|---|---|
| PARA WEALTH ADVISORS, INC. | Independent wealth | Oct 2, 2022 | n/a | yes | CAMAS, WA | Current employment |
| SECURITY FIRST ADVISORS | Former SEC adviser | Jul 14, 2003 | Nov 16, 2022 | no | PORTLAND, OR|LAKE OSWEGO, OR|PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SECURITY FIRST ADVISORS | PARA WEALTH ADVISORS, INC. | Nov 16, 2022 | Oct 2, 2022 | -45 | Firm change after gap | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 117502:322683:OR:2022-11-16 | Nov 16, 2022 | Oct 2, 2022 | PORTLAND, OR | Firm change after gap |