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CRD 141504
LAS VEGAS, NV
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| PAUL LAWRENCE MOFFAT | n/a | Las Vegas, NV | 20 | 27 | 2 | no |
| LISA MARY BACON-SOIBERG | n/a | LAS VEGAS, NV | 7 | 30 | 2 | no |
| Jay Laurence Call | n/a | LAS VEGAS, NV | 4 | 14 | n/a | no |
| JORDAN NAFFA | Certified Financial Planner | LAS VEGAS, NV | 3 | 10 | 2 | no |
| TODD DONALDSON QUINN | n/a | Draper, UT | LAS VEGAS, NV | 2 | 23 | 6 | no |
| Matthew Charles Burbank | n/a | LAS VEGAS, NV | Draper, UT | 2 | 10 | 1 | no |
| Jacob Cache Carr | n/a | LAS VEGAS, NV | Draper, UT | 0 | 11 | n/a | no |
| Jacob Olaveson | n/a | LAS VEGAS, NV | 0 | 10 | n/a | no |
| Benson Boyd Blake | n/a | LAS VEGAS, NV | 0 | 14 | 1 | no |
| CHANDLER CRAIG MCKNIGHT | n/a | LAS VEGAS, NV | 0 | 10 | n/a | no |
| Trevin Meredith | n/a | LAS VEGAS, NV | 0 | 10 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| ARISTA SKYLINE, LLC | Real Estate Fund | $5.0M | Nov 8, 2023 | 5 | Nov 8, 2023 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MOFFAT, PAUL, LAWRENCE | President | Na | yes | 05/2018 | Sep 14, 2026 | Sep 14, 2026 |
| STARCREST TRUST | Member | E | yes | 07/2006 | Sep 14, 2026 | Sep 14, 2026 |
| MOFFAT, KATHRYN, LAYTON | Trustee | F | yes | 07/2006 | Jun 5, 2013 | Oct 16, 2024 |
| MOFFAT, PAUL, LAWRENCE | Trustee | F | yes | 07/2006 | Jun 5, 2013 | Oct 16, 2024 |
| PODZEMNY, DOROTHY, ANN | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2024 | Feb 5, 2024 | Oct 16, 2024 |
| STARCREST TRUST | Member | E | yes | 07/2006 | Mar 27, 2020 | Oct 16, 2024 |
| HOOTON, TREVOR, WILLIAM | CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPERATIONS | Na | no | 01/2025 | Sep 14, 2026 | Sep 14, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ARISTA REAL ESTATE MANAGER, LLC | n/a | State registered | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Draper | Ut | United States | 2 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 27, 2026 | $1.2B | $1.0B | 16 | 9 | 2 | n/a | n/a |
| 2024 | Feb 24, 2025 | $993M | $800M | 14 | 7 | 2 | n/a | n/a |
| 2023 | Feb 5, 2024 | $621M | $480M | 9 | 5 | 1 | n/a | n/a |
| 2022 | Feb 6, 2023 | $497M | $391M | 9 | 5 | 0 | n/a | n/a |
| 2021 | Mar 2, 2022 | $550M | $461M | 7 | 3 | 0 | n/a | n/a |
| 2020 | Mar 26, 2021 | $446M | $315M | 10 | 6 | 1 | n/a | n/a |
| 2019 | Mar 27, 2020 | $335M | $234M | 7 | 3 | 1 | n/a | n/a |
| 2018 | Feb 27, 2019 | $247M | $206M | 8 | 4 | 3 | n/a | n/a |
| 2017 | Mar 28, 2018 | $528M | $314M | 13 | 7 | 3 | n/a | n/a |
| 2016 | Mar 21, 2017 | $509M | $338M | 10 | 6 | n/a | n/a | n/a |
| 2015 | Feb 29, 2016 | $278M | $165M | 10 | 6 | n/a | n/a | n/a |
| 2014 | Feb 23, 2015 | $244M | $146M | 9 | 4 | n/a | n/a | n/a |
| 2013 | Mar 7, 2014 | $166M | $110M | 4 | 4 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 1 | 0 | 9.1% | 0 | 0 | 0 | 5 | 5 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.2B | $993M | 21.0% | $497M | 34.3% | 17 | 14 | 2 | 2 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| THE PROFESSIONAL FINANCIAL COMPANY LLC | 2 | Dec 4, 2018 | Dec 13, 2018 | LAS VEGAS, NV | Team lift out | RIA to RIA | 40.0% |
| DECISIONPOINT FINANCIAL, LLC | 2 | Sep 12, 2018 | Jun 15, 2018 | LAS VEGAS, NV | Team lift out | RIA to new firm | 25.0% |