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Advisor at STRATEGIC INCOME ADVISORS
LOS ANGELES, 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 |
|---|---|---|---|---|---|---|
| STRATEGIC INCOME ADVISORS | Former SEC adviser | Nov 14, 2025 | n/a | yes | LOS ANGELES, CA | Current employment |
| STRATEGIC INCOME ADVISORS | Former SEC adviser | Aug 12, 2019 | Nov 13, 2019 | no | LOS ANGELES, CA | Previous registration |
| KCM INVESTMENT ADVISORS | Independent wealth | Dec 10, 2013 | Sep 5, 2019 | no | GREENBRAE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KCM INVESTMENT ADVISORS | STRATEGIC INCOME ADVISORS | Sep 5, 2019 | Aug 12, 2019 | -24 | Firm change | RIA to RIA |