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Advisor at GORDIAN WEALTH ADVISORS, LLC
MILL VALLEY, 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 |
|---|---|---|---|---|---|---|
| GORDIAN WEALTH ADVISORS, LLC | Independent wealth | Dec 2, 2015 | n/a | yes | MILL VALLEY, CA | Current employment |
| GORDIAN CAPITAL MANAGEMENT, LLC | n/a | Jun 5, 2012 | Jan 6, 2015 | no | MILL VALLEY, CA | Previous registration |
| CROSSPOINT CAPITAL MANAGEMENT | Former SEC adviser | Dec 15, 2011 | Dec 31, 2015 | no | ORINDA, CA|MILL VALLEY, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CROSSPOINT CAPITAL MANAGEMENT | GORDIAN CAPITAL MANAGEMENT, LLC | Dec 31, 2015 | Jun 5, 2012 | -1,304 | Firm change after gap | Other |
| GORDIAN CAPITAL MANAGEMENT, LLC | GORDIAN WEALTH ADVISORS, LLC | Jan 6, 2015 | Dec 2, 2015 | 330 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 150212:160508:CA:2015-12-31 | Dec 31, 2015 | Jun 5, 2012 | MILL VALLEY, CA | Firm change after gap |
| 160508:281775:CA:2015-01-06 | Jan 6, 2015 | Dec 2, 2015 | MILL VALLEY, CA | Firm change |