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Reading the graph
Advisor at SAXONY CAPITAL MANAGEMENT, LLC
Portland, OR | SAINT LOUIS, MO
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 |
|---|---|---|---|---|---|---|
| SAXONY CAPITAL MANAGEMENT, LLC | Independent wealth | Jun 16, 2026 | n/a | yes | Portland, OR|SAINT LOUIS, MO | Current employment |
| CENTAURUS FINANCIAL, INC. | Bd affiliated wealth | Oct 31, 2024 | Sep 19, 2025 | no | Wilsonville, OR|ANAHEIM, CA|Wilsonville, OR | Previous registration |
| DIVERSIFY ADVISORY SERVICES, LLC | Bd affiliated wealth | Feb 6, 2024 | Oct 30, 2024 | no | SOUTH JORDAN, UT|Wilsonville, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CENTAURUS FINANCIAL, INC. | SAXONY CAPITAL MANAGEMENT, LLC | Sep 19, 2025 | Jun 16, 2026 | 270 | Firm change | Ibd to RIA |
| DIVERSIFY ADVISORY SERVICES, LLC | CENTAURUS FINANCIAL, INC. | Oct 30, 2024 | Oct 31, 2024 | 1 | Firm change | Ibd to ibd |