DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BASELINE INVESTMENTS, LLC
SAN FRANCISCO, 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 |
|---|---|---|---|---|---|---|
| BASELINE INVESTMENTS, LLC | State registered | Jan 23, 2024 | n/a | yes | SAN FRANCISCO, CA | Current employment |
| GREENWOOD WEALTH MANAGEMENT, LLC | State registered | Dec 4, 2020 | n/a | yes | SAN FRANCISCO, CA | Current employment |
| NPB FINANCIAL GROUP, LLC | Former SEC adviser | Aug 1, 2019 | Jun 30, 2020 | no | Las Vegas, NV | Previous registration |
| BASELINE INVESTMENTS, LLC | State registered | Sep 6, 2018 | Dec 31, 2023 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BASELINE INVESTMENTS, LLC | NPB FINANCIAL GROUP, LLC | Dec 31, 2023 | Aug 1, 2019 | -1,613 | Firm change after gap | Other |
| NPB FINANCIAL GROUP, LLC | GREENWOOD WEALTH MANAGEMENT, LLC | Jun 30, 2020 | Dec 4, 2020 | 157 | Firm change | RIA to state RIA |