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Advisor at UNIPLAN INVESTMENT COUNSEL, INC.
Camas, WA
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 |
|---|---|---|---|---|---|---|
| UNIPLAN INVESTMENT COUNSEL, INC. | Independent wealth | Sep 16, 2010 | n/a | yes | Camas, WA | Current employment |
| UNIPLAN INSTITUTIONAL ADVISORS LLC | Former SEC adviser | Jun 9, 2021 | Mar 3, 2026 | no | Camas, WA | Previous registration |
| UNIPLAN REAL ESTATE ADVISORS, INC. | Former SEC adviser | Sep 2, 2010 | Mar 11, 2021 | no | CAMAS, WA | Previous registration |
| FORWARD MANAGEMENT, LLC | Former SEC adviser | Sep 17, 2003 | Aug 27, 2010 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNIPLAN INSTITUTIONAL ADVISORS LLC | n/a | Mar 3, 2026 | n/a | n/a | Departure no registered destination | Departure |
| UNIPLAN REAL ESTATE ADVISORS, INC. | UNIPLAN INVESTMENT COUNSEL, INC. | Mar 11, 2021 | Sep 16, 2010 | -3,829 | Firm change after gap | Other |
| FORWARD MANAGEMENT, LLC | UNIPLAN REAL ESTATE ADVISORS, INC. | Aug 27, 2010 | Sep 2, 2010 | 6 | Firm change | Other |