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Advisor at MARTIN CAPITAL PARTNERS, LLC
EUGENE, 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 |
|---|---|---|---|---|---|---|
| MARTIN CAPITAL PARTNERS, LLC | Independent wealth | Apr 15, 2024 | n/a | yes | EUGENE, OR | Current employment |
| WCM INVESTMENT MANAGEMENT | Other adviser | Aug 8, 2024 | Jul 8, 2025 | no | LAGUNA BEACH, CA|Eugene, OR | Previous registration |
| MARTIN CAPITAL PARTNERS, LLC | Independent wealth | Jun 17, 2010 | Dec 31, 2016 | no | EUGENE, OR | Previous registration |
| IMS CAPITAL MANAGEMENT | Former SEC adviser | Nov 19, 2008 | Jun 18, 2010 | no | EUGENE, OR | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Apr 23, 2003 | Oct 2, 2008 | no | EUGENE, OR|EUGENE, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WCM INVESTMENT MANAGEMENT | n/a | Jul 8, 2025 | n/a | n/a | Departure no registered destination | Departure |
| IMS CAPITAL MANAGEMENT | MARTIN CAPITAL PARTNERS, LLC | Jun 18, 2010 | Jun 17, 2010 | -1 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | IMS CAPITAL MANAGEMENT | Oct 2, 2008 | Nov 19, 2008 | 48 | Firm change | Other |