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Advisor at VALIC FINANCIAL ADVISORS, INC.
BOISE, ID
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 |
|---|---|---|---|---|---|---|
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | May 4, 2026 | n/a | yes | BOISE, ID | Current employment |
| INSPIRE ADVISORS, LLC | Independent wealth | Dec 5, 2022 | Jul 24, 2023 | no | MERIDIAN, ID | Previous registration |
| INSPIRE INVESTING, LLC | Asset manager | Dec 5, 2022 | Jul 24, 2023 | no | MERIDIAN, ID | Previous registration |
| DESERT ROSE CAPITAL MANAGEMENT, INC. | Independent wealth | Jun 30, 2022 | Nov 2, 2022 | no | MERIDIAN, ID | Previous registration |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | Independent wealth | Sep 13, 2021 | May 10, 2022 | no | SILVERDALE, WA|Meridian, ID | Previous registration |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | May 28, 2019 | Jul 9, 2020 | no | Scappoose, OR|St Helens, OR|Rainier, OR|Hood River, OR|Portland, OR|Portland, OR | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Jul 24, 2013 | Apr 26, 2019 | no | PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INSPIRE INVESTING, LLC | INSPIRE ADVISORS, LLC | Jul 24, 2023 | Dec 5, 2022 | -231 | Firm change after gap | Other |
| INSPIRE ADVISORS, LLC | VALIC FINANCIAL ADVISORS, INC. | Jul 24, 2023 | May 4, 2026 | 1,015 | Firm change after gap | RIA to ibd |
| DESERT ROSE CAPITAL MANAGEMENT, INC. | INSPIRE INVESTING, LLC | Nov 2, 2022 | Dec 5, 2022 | 33 | Firm change | Other |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | DESERT ROSE CAPITAL MANAGEMENT, INC. | May 10, 2022 | Jun 30, 2022 | 51 | Firm change | Other |
| CUSO FINANCIAL SERVICES, L.P. | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | Jul 9, 2020 | Sep 13, 2021 | 431 | Firm change after gap | Ibd to RIA |
| VALIC FINANCIAL ADVISORS, INC. | CUSO FINANCIAL SERVICES, L.P. | Apr 26, 2019 | May 28, 2019 | 32 | Firm change | Ibd to ibd |