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Advisor at JORDAN PARK GROUP LLC
SAN FRANCISCO, 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 |
|---|---|---|---|---|---|---|
| JORDAN PARK GROUP LLC | Independent wealth | Mar 9, 2022 | n/a | yes | SAN FRANCISCO, CA | Current employment |
| CATALYST PRIVATE WEALTH, LLC | Independent wealth | Dec 3, 2020 | Feb 28, 2022 | no | SAN FRANCISCO, CA|SAN MATEO, CA | Previous registration |
| DIMENSIONAL FUND ADVISORS LP | Asset manager | Dec 21, 2018 | Nov 10, 2020 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CATALYST PRIVATE WEALTH, LLC | JORDAN PARK GROUP LLC | Feb 28, 2022 | Mar 9, 2022 | 9 | Firm change | RIA to RIA |
| DIMENSIONAL FUND ADVISORS LP | CATALYST PRIVATE WEALTH, LLC | Nov 10, 2020 | Dec 3, 2020 | 23 | Firm change | Other |