DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at AMERICAN INVESTORS CO
SAN RAFAEL, CA | SAN RAMON, 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 |
|---|---|---|---|---|---|---|
| AMERICAN INVESTORS CO | Independent wealth | Dec 4, 2023 | n/a | yes | SAN RAFAEL, CA|SAN RAMON, CA|SAN RAFAEL, CA | Current employment |
| CRESTMONT ADVISORS, LLC. | n/a | Jan 15, 2013 | Jan 18, 2025 | no | SAN RAFAEL, CA | Previous registration |
| AMERICAN INVESTORS CO | Independent wealth | Jun 21, 2002 | Apr 16, 2013 | no | SAN RAMON, CA|TIBURON, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CRESTMONT ADVISORS, LLC. | AMERICAN INVESTORS CO | Jan 18, 2025 | Dec 4, 2023 | -411 | Firm change after gap | Other |
| AMERICAN INVESTORS CO | CRESTMONT ADVISORS, LLC. | Apr 16, 2013 | Jan 15, 2013 | -91 | Firm change after gap | Other |