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Advisor at ETESIAN WEALTH ADVISORS, INC.
WEST LINN, OR | Bothell, WA
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 |
|---|---|---|---|---|---|---|
| ETESIAN WEALTH ADVISORS, INC. | Independent wealth | Jul 17, 2024 | n/a | yes | WEST LINN, OR|Bothell, WA | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Feb 25, 2008 | Jun 27, 2024 | no | BOTHELL, WA | Previous registration |
| 1717 CAPITAL MANAGEMENT COMPANY | n/a | Apr 7, 2003 | Feb 27, 2008 | no | SNOHOMISH, WA|BOTHELL, WA | Previous registration |
| 1717 CAPITAL MANAGEMENT COMPANY | n/a | May 3, 2001 | Mar 26, 2003 | no | SNOHOMISH, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | ETESIAN WEALTH ADVISORS, INC. | Jun 27, 2024 | Jul 17, 2024 | 20 | Firm change | Ibd to RIA |
| 1717 CAPITAL MANAGEMENT COMPANY | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Feb 27, 2008 | Feb 25, 2008 | -2 | Firm change | Other |