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Advisor at CONTINUUM ADVISORY, LLC
Bozeman, MT | EAGLE, ID | Stowe, VT
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 |
|---|---|---|---|---|---|---|
| CONTINUUM ADVISORY, LLC | Independent wealth | Feb 9, 2018 | n/a | yes | Stowe, VT|EAGLE, ID|Bozeman, MT | Current employment |
| SIGNATOR INVESTORS, INC. | Former SEC adviser | May 13, 2016 | Nov 17, 2017 | no | STOWE, VT|CHARLESTON, SC|PLEASANTON, CA | Previous registration |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Jun 21, 2004 | May 13, 2016 | no | STOWE, VT|STOWE, VT|SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SIGNATOR INVESTORS, INC. | CONTINUUM ADVISORY, LLC | Nov 17, 2017 | Feb 9, 2018 | 84 | Firm change | Other |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | SIGNATOR INVESTORS, INC. | May 13, 2016 | May 13, 2016 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 468:283155:CA:2017-11-17 | Nov 17, 2017 | Feb 9, 2018 | PLEASANTON, CA | Firm change |