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Advisor at ALONGSIDE FINANCIAL PARTNERS
BEND, 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 |
|---|---|---|---|---|---|---|
| ALONGSIDE FINANCIAL PARTNERS | State registered | Aug 27, 2025 | n/a | yes | BEND, OR | Current employment |
| PAINTED PORCH ADVISORS LLC | Independent wealth | Jan 2, 2020 | Jun 25, 2025 | no | SANTA BARBARA, CA|BEND, OR | Previous registration |
| WEST COAST FINANCIAL, LLC | Former SEC adviser | May 1, 2014 | Aug 8, 2019 | no | SANTA BARBARA, CA|AVILA BEACH, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PAINTED PORCH ADVISORS LLC | ALONGSIDE FINANCIAL PARTNERS | Jun 25, 2025 | Aug 27, 2025 | 63 | Firm change | RIA to state RIA |
| WEST COAST FINANCIAL, LLC | PAINTED PORCH ADVISORS LLC | Aug 8, 2019 | Jan 2, 2020 | 147 | Firm change | RIA to new firm |