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Advisor at SILVER PORTAL CAPITAL ADVISORS, LLC
Aliso Viejo, CA | BOONE, NC
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 |
|---|---|---|---|---|---|---|
| SILVER PORTAL CAPITAL ADVISORS, LLC | Former SEC adviser | Jul 24, 2019 | n/a | yes | BOONE, NC|Aliso Viejo, CA | Current employment |
| KINGSTONE CAPITAL PARTNERS TEXAS, LLC | Independent wealth | Jan 31, 2018 | Jul 25, 2019 | no | La Jolla, CA|FRISCO, TX | Previous registration |
| KINGSTONE CAPITAL PARTNERS TEXAS, LLC | Independent wealth | Feb 10, 2017 | Dec 31, 2017 | no | La Jolla, CA|FRISCO, TX | Previous registration |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | n/a | Aug 29, 2006 | Jan 30, 2007 | no | NEWPORT BEACH, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KINGSTONE CAPITAL PARTNERS TEXAS, LLC | SILVER PORTAL CAPITAL ADVISORS, LLC | Jul 25, 2019 | Jul 24, 2019 | -1 | Firm change | Other |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | KINGSTONE CAPITAL PARTNERS TEXAS, LLC | Jan 30, 2007 | Feb 10, 2017 | 3,664 | Firm change after gap | Other |