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Advisor at FINANCE WISDOM
Sandy, OR
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 |
|---|---|---|---|---|---|---|
| FINANCE WISDOM | State registered | Jan 2, 2024 | n/a | yes | Sandy, OR | Current employment |
| CROSS FINANCIAL ADVISORS | Independent wealth | Jan 26, 2022 | Jan 3, 2024 | no | Tigard, OR|PORTLAND, OR | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Jun 6, 2018 | Jan 25, 2022 | no | Portland, OR | Previous registration |
| HORNOR, TOWNSEND & KENT, LLC | Independent wealth | Feb 16, 2016 | May 18, 2018 | no | LAKE OSWEGO, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CROSS FINANCIAL ADVISORS | FINANCE WISDOM | Jan 3, 2024 | Jan 2, 2024 | -1 | Firm change | RIA to state RIA |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CROSS FINANCIAL ADVISORS | Jan 25, 2022 | Jan 26, 2022 | 1 | Firm change | Ibd to RIA |
| HORNOR, TOWNSEND & KENT, LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | May 18, 2018 | Jun 6, 2018 | 19 | Firm change | Ibd to ibd |