DFX Intelligence
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Reading the graph
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Advisor at G••••• R••••••••• P••••••• L••
SAN RAFAEL, CA | Granite Bay, 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 |
|---|---|---|---|---|---|---|
| G••••• R••••••••• P••••••• L•• | Institutional manager | Apr 2, 2025 | n/a | yes | Granite Bay, CA|SAN RAFAEL, CA | Current employment |
| F•••••••• A•••••••• I••••••••• M••••••••• | Former SEC adviser | Mar 10, 2020 | Apr 9, 2025 | no | OLYMPIA, WA|Roseville, CA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| F•••••••• A•••••••• I••••••••• M••••••••• | G••••• R••••••••• P••••••• L•• | Apr 9, 2025 | Apr 2, 2025 | -7 | Firm change | Other |