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Advisor at COOPER MCMANUS
White Salmon, WA | IRVINE, 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 |
|---|---|---|---|---|---|---|
| COOPER MCMANUS | Independent wealth | Nov 30, 2023 | n/a | yes | IRVINE, CA|White Salmon, WA | Current employment |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Oct 30, 2015 | Dec 7, 2023 | no | HAPPY VALLEY, OR|PORTLAND, OR | Previous registration |
| FINANCIAL WEST GROUP | Former SEC adviser | Sep 5, 2014 | Oct 29, 2015 | no | HAPPY VALLEY, OR|OAKLAND, CA | Previous registration |
| EDWARD JONES | National bd RIA | Feb 17, 2009 | Sep 8, 2014 | no | PORTLAND, OR|PORTLAND, OR|ST LOUIS, MO|MILWAUKIE, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SECURITIES AMERICA ADVISORS, INC. | COOPER MCMANUS | Dec 7, 2023 | Nov 30, 2023 | -7 | Firm change | Ibd to RIA |
| FINANCIAL WEST GROUP | SECURITIES AMERICA ADVISORS, INC. | Oct 29, 2015 | Oct 30, 2015 | 1 | Firm change | Other |
| EDWARD JONES | FINANCIAL WEST GROUP | Sep 8, 2014 | Sep 5, 2014 | -3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 16668:110518:CA:2015-10-29 | Oct 29, 2015 | Oct 30, 2015 | OAKLAND, CA | Firm change |