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Advisor at TAURUS CAPITAL ADVISORS, LLC
LAKE OSWEGO, 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 |
|---|---|---|---|---|---|---|
| TAURUS CAPITAL ADVISORS, LLC | Independent wealth | Sep 29, 2023 | n/a | yes | LAKE OSWEGO, OR | Current employment |
| SAGE FINANCIAL ADVISORS INC. | Independent wealth | Jul 16, 2003 | Oct 27, 2020 | no | PHOENIX, AZ|TIGARD, OR|SCOTTSDALE, AZ|LAKE OSWEGO, OR|LAKE OSWEGO, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SAGE FINANCIAL ADVISORS INC. | TAURUS CAPITAL ADVISORS, LLC | Oct 27, 2020 | Sep 29, 2023 | 1,067 | Firm change after gap | RIA to RIA |