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Advisor at SOVRAN ADVISORS, LLC
Petaluma, 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 |
|---|---|---|---|---|---|---|
| SOVRAN ADVISORS, LLC | Independent wealth | Apr 17, 2025 | n/a | yes | Petaluma, CA | Current employment |
| RWA WEALTH PARTNERS | Independent wealth | Nov 3, 2023 | Apr 15, 2025 | no | San Rafael, CA|BOSTON, MA | Previous registration |
| POLARIS WEALTH ADVISORY GROUP | Former SEC adviser | Jul 10, 2019 | Nov 7, 2023 | no | SAN RAFAEL, CA | Previous registration |
| ALBRIGHT INVESTMENT MANAGEMENT LLC | n/a | Sep 13, 2011 | Aug 2, 2019 | no | SAN MATEO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RWA WEALTH PARTNERS | SOVRAN ADVISORS, LLC | Apr 15, 2025 | Apr 17, 2025 | 2 | Firm change | RIA to RIA |
| POLARIS WEALTH ADVISORY GROUP | RWA WEALTH PARTNERS | Nov 7, 2023 | Nov 3, 2023 | -4 | Firm change | RIA to RIA |
| ALBRIGHT INVESTMENT MANAGEMENT LLC | POLARIS WEALTH ADVISORY GROUP | Aug 2, 2019 | Jul 10, 2019 | -23 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 158718:156984:CA:2023-11-07 | Nov 7, 2023 | Nov 3, 2023 | SAN RAFAEL, CA | Firm change |