DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at JST INVESTMENT CONSULTING
SEAL BEACH, 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 |
|---|---|---|---|---|---|---|
| JST INVESTMENT CONSULTING | State registered | Sep 16, 2011 | n/a | yes | SEAL BEACH, CA | Current employment |
| PROCORE ADVISORS, LLC | Independent wealth | Aug 10, 2017 | Oct 4, 2017 | no | NEWPORT BEACH, CA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jun 12, 2003 | May 19, 2011 | no | HUNTINGTON BEACH, CA|HUNTINGTON BEACH, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PROCORE ADVISORS, LLC | n/a | Oct 4, 2017 | n/a | n/a | Departure no registered destination | Departure |
| AMERIPRISE FINANCIAL SERVICES, LLC | JST INVESTMENT CONSULTING | May 19, 2011 | Sep 16, 2011 | 120 | Firm change | Ibd to state RIA |