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Advisor at NBC CAPITAL ADVISORS
BEAVERTON, 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 |
|---|---|---|---|---|---|---|
| NBC CAPITAL ADVISORS | Independent wealth | Feb 12, 2020 | n/a | yes | BEAVERTON, OR | Current employment |
| TRUE PRIVATE WEALTH ADVISORS, LLC | Independent wealth | Nov 30, 2017 | Apr 1, 2020 | no | PORTLAND, OR|SALEM, OR | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Apr 7, 2005 | Nov 21, 2008 | no | SISTERS, OR|PORTLAND, OR|PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUE PRIVATE WEALTH ADVISORS, LLC | NBC CAPITAL ADVISORS | Apr 1, 2020 | Feb 12, 2020 | -49 | Firm change after gap | RIA to new firm |
| WELLS FARGO ADVISORS | TRUE PRIVATE WEALTH ADVISORS, LLC | Nov 21, 2008 | Nov 30, 2017 | 3,296 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 164947:306483:OR:2020-04-01 | Apr 1, 2020 | Feb 12, 2020 | SALEM, OR | Firm change after gap |