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Advisor at CLOUD CAPITAL MANAGEMENT
SEATTLE, 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 |
|---|---|---|---|---|---|---|
| CLOUD CAPITAL MANAGEMENT | Independent wealth | Apr 12, 2024 | n/a | yes | SEATTLE, WA | Current employment |
| Corient | Independent wealth | Feb 20, 2023 | Jul 7, 2023 | no | SEATTLE, WA | Previous registration |
| COLUMBIA PACIFIC WEALTH MANAGEMENT | Former SEC adviser | May 13, 2015 | Jul 7, 2023 | no | SEATTLE, WA | Previous registration |
| KIBBLE & PRENTICE HOLDING COMPANY | Former SEC adviser | Aug 3, 2006 | May 1, 2015 | no | SEATTLE, WA | Previous registration |
| ELLIOTT COVE CAPITAL MANAGEMENT | Mixed wealth | Feb 10, 2003 | May 29, 2003 | no | SEATTLE, WA | Previous registration |
| ECONOMIC INVESTMENT ADVISORS, INC. | n/a | Oct 29, 2002 | Jan 24, 2003 | no | SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COLUMBIA PACIFIC WEALTH MANAGEMENT | Corient | Jul 7, 2023 | Feb 20, 2023 | -137 | Firm change after gap | RIA to RIA |
| Corient | CLOUD CAPITAL MANAGEMENT | Jul 7, 2023 | Apr 12, 2024 | 280 | Firm change | Ibd to RIA |
| KIBBLE & PRENTICE HOLDING COMPANY | COLUMBIA PACIFIC WEALTH MANAGEMENT | May 1, 2015 | May 13, 2015 | 12 | Firm change | Other |
| ELLIOTT COVE CAPITAL MANAGEMENT | KIBBLE & PRENTICE HOLDING COMPANY | May 29, 2003 | Aug 3, 2006 | 1,162 | Firm change after gap | Other |
| ECONOMIC INVESTMENT ADVISORS, INC. | ELLIOTT COVE CAPITAL MANAGEMENT | Jan 24, 2003 | Feb 10, 2003 | 17 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 127672:156225:WA:2015-05-01 | May 1, 2015 | May 13, 2015 | SEATTLE, WA | Firm change |