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Advisor at SUSTAINABLE ADVISORS ALLIANCE LLC
TULSA, OK | Fancy Gap, VA
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 |
|---|---|---|---|---|---|---|
| SUSTAINABLE ADVISORS ALLIANCE LLC | Independent wealth | Apr 16, 2021 | n/a | yes | Fancy Gap, VA|TULSA, OK | Current employment |
| PORTFOLIO RESOURCES ADVISOR GROUP, INC. | Independent wealth | Jan 3, 2008 | Apr 27, 2021 | no | LEWISVILLE, NC|CORAL GABLES, FL|PFAFFTOWN, NC|WINSTON-SALEM, NC|FANCY GAP, VA | Previous registration |
| FINANCIAL WEST GROUP | Former SEC adviser | Jan 13, 2006 | Dec 31, 2007 | no | Newmarket, NH|LEWISVILLE, NC|TROY, PA|LEWISVILLE, NC | Previous registration |
| FIRST AFFIRMATIVE FINANCIAL NETWORK LLC | Independent wealth | Aug 27, 2002 | Jan 13, 2006 | no | LEWISVILLE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PORTFOLIO RESOURCES ADVISOR GROUP, INC. | SUSTAINABLE ADVISORS ALLIANCE LLC | Apr 27, 2021 | Apr 16, 2021 | -11 | Firm change | RIA to new firm |
| FINANCIAL WEST GROUP | PORTFOLIO RESOURCES ADVISOR GROUP, INC. | Dec 31, 2007 | Jan 3, 2008 | 3 | Firm change | Other |
| FIRST AFFIRMATIVE FINANCIAL NETWORK LLC | FINANCIAL WEST GROUP | Jan 13, 2006 | Jan 13, 2006 | 0 | Firm change | Other |