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Advisor at 3EDGE ASSET MANAGEMENT, LP
Scottsdale, AZ | NAPLES, FL
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 |
|---|---|---|---|---|---|---|
| 3EDGE ASSET MANAGEMENT, LP | Independent wealth | Sep 22, 2025 | n/a | yes | NAPLES, FL|Scottsdale, AZ | Current employment |
| OCEAN PARK ASSET MANAGEMENT, LLC | Asset manager | Oct 30, 2024 | Aug 14, 2025 | no | SCOTTSDALE, AZ|SANTA MONICA, CA | Previous registration |
| SIERRA INVESTMENT MANAGEMENT, LLC | Independent wealth | Aug 28, 2018 | Dec 23, 2024 | no | SANTA MONICA, CA | Previous registration |
| SIERRA INVESTMENT MANAGEMENT, LLC | Independent wealth | Jul 18, 2016 | Dec 31, 2017 | no | Scottsdale, AZ|SANTA MONICA, CA | Previous registration |
| PACIFIC FINANCIAL GROUP, LLC | Asset manager | Oct 12, 2010 | Aug 8, 2014 | no | SCOTTSDALE, AZ|NASHVILLE, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OCEAN PARK ASSET MANAGEMENT, LLC | 3EDGE ASSET MANAGEMENT, LP | Aug 14, 2025 | Sep 22, 2025 | 39 | Firm change | Other |
| SIERRA INVESTMENT MANAGEMENT, LLC | OCEAN PARK ASSET MANAGEMENT, LLC | Dec 23, 2024 | Oct 30, 2024 | -54 | Channel change | Other |
| PACIFIC FINANCIAL GROUP, LLC | SIERRA INVESTMENT MANAGEMENT, LLC | Aug 8, 2014 | Jul 18, 2016 | 710 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106615:145634:CA:2024-12-23 | Dec 23, 2024 | Oct 30, 2024 | SANTA MONICA, CA | Firm change after gap |