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Advisor at VAULKSHIRE INVESTMENT ADVISORS
SAN ANTONIO, TX
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 |
|---|---|---|---|---|---|---|
| VAULKSHIRE INVESTMENT ADVISORS | State registered | Jun 23, 2015 | n/a | yes | SAN ANTONIO, TX | Current employment |
| MATTERHORN CAPITAL MANAGEMENT, LLC | Former SEC adviser | Mar 27, 2014 | Jun 15, 2015 | no | SAN ANTONIO, TX | Previous registration |
| TPB WEALTH ADVISORS, LLC | Former SEC adviser | Nov 20, 2012 | Sep 23, 2013 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MATTERHORN CAPITAL MANAGEMENT, LLC | VAULKSHIRE INVESTMENT ADVISORS | Jun 15, 2015 | Jun 23, 2015 | 8 | Firm change | Other |
| TPB WEALTH ADVISORS, LLC | MATTERHORN CAPITAL MANAGEMENT, LLC | Sep 23, 2013 | Mar 27, 2014 | 185 | Firm change | Other |