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Advisor at ELEMENTAL CAPITAL PARTNERS 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 |
|---|---|---|---|---|---|---|
| ELEMENTAL CAPITAL PARTNERS LLC | Independent wealth | Jul 8, 2016 | n/a | yes | SAN FRANCISCO, CA | Current employment |
| OCTAVIA INVESTMENTS LLC | Independent wealth | May 22, 2015 | Jul 7, 2016 | no | SAN FRANCISCO, CA|LAS VEGAS, NV | Previous registration |
| CONCERT WEALTH MANAGEMENT | Former SEC adviser | Mar 6, 2013 | Jul 1, 2015 | no | SAN JOSE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OCTAVIA INVESTMENTS LLC | ELEMENTAL CAPITAL PARTNERS LLC | Jul 7, 2016 | Jul 8, 2016 | 1 | Firm change | RIA to RIA |
| CONCERT WEALTH MANAGEMENT | OCTAVIA INVESTMENTS LLC | Jul 1, 2015 | May 22, 2015 | -40 | Firm change after gap | Other |