DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at SAND HILL GLOBAL ADVISORS, LLC
PALO ALTO, CA | SAN FRANCISCO, 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 |
|---|---|---|---|---|---|---|
| SAND HILL GLOBAL ADVISORS, LLC | Independent wealth | Nov 15, 2019 | n/a | yes | SAN FRANCISCO, CA|PALO ALTO, CA | Current employment |
| INTEGRAL FINANCIAL SOLUTIONS, LLC | Former SEC adviser | Mar 16, 2010 | Jan 31, 2020 | no | SAN FRANCISCO, CA | Previous registration |
| B|O|S | Former SEC adviser | Jul 23, 2004 | Feb 17, 2010 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INTEGRAL FINANCIAL SOLUTIONS, LLC | SAND HILL GLOBAL ADVISORS, LLC | Jan 31, 2020 | Nov 15, 2019 | -77 | Firm change after gap | RIA to RIA |
| B|O|S | INTEGRAL FINANCIAL SOLUTIONS, LLC | Feb 17, 2010 | Mar 16, 2010 | 27 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 152926:111295:CA:2020-01-31 | Jan 31, 2020 | Nov 15, 2019 | SAN FRANCISCO, CA | Firm change after gap |