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Advisor at ALLIUM FINANCIAL ADVISORS, LLC
LAKE OSWEGO, OR
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 |
|---|---|---|---|---|---|---|
| ALLIUM FINANCIAL ADVISORS, LLC | Independent wealth | Jan 19, 2025 | n/a | yes | LAKE OSWEGO, OR | Current employment |
| IRVINGTON CAPITAL LLC | Former SEC adviser | Jun 19, 2019 | Dec 31, 2024 | no | Portland, OR | Previous registration |
| IRVINGTON CAPITAL LLC | Former SEC adviser | Apr 28, 2008 | Jul 10, 2013 | no | PORTLAND, OR | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Jan 1, 1991 | Apr 8, 2008 | no | PORTLAND, OR|PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IRVINGTON CAPITAL LLC | ALLIUM FINANCIAL ADVISORS, LLC | Dec 31, 2024 | Jan 19, 2025 | 19 | Firm change | Other |
| WELLS FARGO INVESTMENTS, LLC | IRVINGTON CAPITAL LLC | Apr 8, 2008 | Apr 28, 2008 | 20 | Firm change | Other |