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Advisor at STRONGHOLD
MIAMI, FL
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 |
|---|---|---|---|---|---|---|
| Stronghold | State registered | Sep 9, 2025 | n/a | yes | MIAMI, FL | Current employment |
| IBN ADVISORY SERVICES, INC. | Independent wealth | Apr 8, 2022 | Aug 11, 2025 | no | LIVERPOOL, NY|Newport Beach, CA | Previous registration |
| SUTTER CAPITAL PARTNERS, LLC | n/a | Jun 26, 2018 | May 19, 2021 | no | IRVINE, CA | Previous registration |
| WESTPARK CAPITAL, INC. | Independent wealth | Sep 12, 2016 | Dec 1, 2016 | no | Irvine, CA | Previous registration |
| NEWPORT COAST ASSET MANAGEMENT | Former SEC adviser | Feb 16, 2016 | Jul 20, 2016 | no | IRVINE, CA | Previous registration |
| ALPHA STRATEGIES INVESTMENT CONSULTING | State registered | Aug 5, 2013 | Jul 11, 2014 | no | LADERA RANCH, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IBN ADVISORY SERVICES, INC. | Stronghold | Aug 11, 2025 | Sep 9, 2025 | 29 | Firm change | RIA to state RIA |
| SUTTER CAPITAL PARTNERS, LLC | IBN ADVISORY SERVICES, INC. | May 19, 2021 | Apr 8, 2022 | 324 | Firm change | Other |
| WESTPARK CAPITAL, INC. | SUTTER CAPITAL PARTNERS, LLC | Dec 1, 2016 | Jun 26, 2018 | 572 | Firm change after gap | Other |
| NEWPORT COAST ASSET MANAGEMENT | WESTPARK CAPITAL, INC. | Jul 20, 2016 | Sep 12, 2016 | 54 | Firm change | Other |
| ALPHA STRATEGIES INVESTMENT CONSULTING | NEWPORT COAST ASSET MANAGEMENT | Jul 11, 2014 | Feb 16, 2016 | 585 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 16944:39914:CA:2016-07-20 | Jul 20, 2016 | Sep 12, 2016 | IRVINE, CA | Firm change |