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Reading the graph
Advisor at NATURAL INVESTMENTS
Pismo Beach, CA | WINDSOR, 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 |
|---|---|---|---|---|---|---|
| NATURAL INVESTMENTS | Independent wealth | Jul 24, 2025 | n/a | yes | WINDSOR, CA|Pismo Beach, CA | Current employment |
| O-SIX IMPACT PARTNERS, LLC | n/a | Jun 12, 2024 | Jan 16, 2025 | no | DENVER, CO|Bellevue, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| O-SIX IMPACT PARTNERS, LLC | NATURAL INVESTMENTS | Jan 16, 2025 | Jul 24, 2025 | 189 | Firm change | Other |