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Advisor at INMAN FINANCIAL SERVICES, INC.
PORTLAND, 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 |
|---|---|---|---|---|---|---|
| INMAN FINANCIAL SERVICES, INC. | Independent wealth | Sep 26, 2018 | n/a | yes | PORTLAND, OR | Current employment |
| SECURITY FIRST ADVISORS | Former SEC adviser | May 4, 1998 | Nov 2, 2018 | no | LAKE OSWEGO, OR|PORTLAND, OR|PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SECURITY FIRST ADVISORS | INMAN FINANCIAL SERVICES, INC. | Nov 2, 2018 | Sep 26, 2018 | -37 | Firm change after gap | RIA to RIA |