DFX Intelligence
Reading the graph
Reading the graph
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Advisor at G• W••••• M•••••••••
EUGENE, 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 |
|---|---|---|---|---|---|---|
| G• W••••• M••••••••• | Independent wealth | Nov 8, 2017 | n/a | yes | EUGENE, OR | Current employment |
| C•••••••• F••••••••• I••• | Bd affiliated wealth | Oct 1, 2012 | Oct 31, 2017 | no | EUGENE, OR|ANAHEIM, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| C•••••••• F••••••••• I••• | G• W••••• M••••••••• | Oct 31, 2017 | Nov 8, 2017 | 8 | Firm change | Other |
| J• P• T••••• • C•••••• C•••••• M••••••••• L•• | C•••••••• F••••••••• I••• | Oct 9, 2012 | Oct 1, 2012 |
| J• P• T••••• • C•••••• C•••••• M••••••••• L•• | Former SEC adviser | Nov 10, 2009 | Oct 9, 2012 | no | EUGENE, OR | Previous registration |
| V••• F•••••••• A•••••••• I••• | Bd affiliated wealth | Jul 19, 2007 | Nov 2, 2009 | no | WASHOUGAL, WA|EUGENE, OR | Previous registration |
| -8 |
| Firm change |
| Other |
| V••• F•••••••• A•••••••• I••• | J• P• T••••• • C•••••• C•••••• M••••••••• L•• | Nov 2, 2009 | Nov 10, 2009 | 8 | Firm change | Other |