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Advisor at INSPIRE ADVISORS, LLC
MERIDIAN, ID | La Grande, 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 |
|---|---|---|---|---|---|---|
| INSPIRE ADVISORS, LLC | Independent wealth | Nov 25, 2024 | n/a | yes | MERIDIAN, ID|La Grande, OR | Current employment |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Mar 21, 2024 | Nov 27, 2024 | no | La Grande, OR|LA GRANDE, OR | Previous registration |
| CETERA ADVISORS LLC | Former SEC adviser | Nov 14, 2016 | Mar 21, 2024 | no | PORTLAND, OR|UNION, OR|La Grande, OR|LA GRANDE, OR | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Mar 1, 2013 | Aug 12, 2016 | no | PORTLAND, OR|YREKA, CA|CRESCENT CITY, CA|MEDFORD, OR|ASHLAND, OR|EAGLE POINT, OR|MEDFORD, OR|MEDFORD, OR|CENTRAL POINT, OR|JACKSONVILLE, OR|SHADY COVE, OR|MEDFORD, OR|KLAMATH FALLS, OR|KLAMATH FALLS, OR|ALBANY, OR|LEBANON, OR|ALBANY, OR|BEND, OR|BEND, OR|BEND, OR|REDMOND, OR|GOLD BEACH, OR|MYRTLE POINT, OR|CORVALLIS, OR|CORVALLIS, OR|EUGENE, OR|SPRINGFIELD, OR|EUGENE, OR|EUGENE, OR|SPRINGFIELD, OR|SPRINGFIELD, OR|EUGENE, OR|EUGENE, OR|GRANTS PASS, OR|GRANTS PASS, OR|NEWPORT, OR|Oregon City, OR|CANBY, OR|MOLALLA, OR|MCMINNVILLE, OR|ROSEBURG, OR|SALEM, OR|KEIZER, OR|STAYTON, OR|SILVERTON, OR|SALEM, OR|SALEM, OR|SALEM, OR|WOODBURN, OR|SALEM, OR|SALEM, OR|PORTLAND, OR|PORTLAND, OR|PORTLAND, OR|SALEM, OR|SALEM, OR|MEDFORD, OR|REDMOND, OR|BROOKINGS, OR|PRINEVILLE, OR|PORTLAND, OR|PORTLAND, OR|PORTLAND, OR|NEWBERG, OR|SHERWOOD, OR|WILSONVILLE, OR|WILSONVILLE, OR|CANBY, OR|MOUNT SHASTA, CA|PORTLAND, OR|PORTLAND, OR|PORTLAND, OR|HILLSBORO, OR|GRESHAM, OR|PORTLAND, OR|WEST LINN, OR|WEST LINN, OR|LAKE OSWEGO, OR|CLACKAMAS, OR|WEST LINN, OR|LAKE OSWEGO, OR|MILWAUKIE, OR|MILWAUKIE, OR|CLACKAMAS, OR|HAPPY VALLEY, OR|SANDY, OR|ST. HELENS, OR|SCAPPOOSE, OR|PORTLAND, OR|PORTLAND, OR|PORTLAND, OR|PORTLAND, OR|GRESHAM, OR|PORTLAND, OR|PORTLAND, OR|PORTLAND, OR|PORTLAND, OR|PORTLAND, OR|PORTLAND, OR|PORTLAND, OR|PORTLAND, OR|TROUTDALE, OR|PORTLAND, OR|PORTLAND, OR|GRESHAM, OR|PORTLAND, OR|BEAVERTON, OR|TIGARD, OR|HILLSBORO, OR|PORTLAND, OR|TIGARD, OR|BEAVERTON, OR|HILLSBORO, OR|BEAVERTON, OR|Portland, OR|Tualatin, OR|HILLSBORO, OR|ALOHA, OR|CORNELIUS, OR|PORTLAND, OR|LAKE OSWEGO, OR|LONGVIEW, WA|VANCOUVER, WA|VANCOUVER, WA|VANCOUVER, WA|VANCOUVER, WA|BATTLE GROUND, WA|VANCOUVER, WA|VANCOUVER, WA|VANCOUVER, WA|WASHOUGAL, WA|VANCOUVER, WA|Vancouver, WA|VANCOUVER, WA|VANCOUVER, WA|VANCOUVER, WA|VANCOUVER, WA | Previous registration |
| CETERA ADVISORS LLC | Former SEC adviser | Feb 28, 2012 | Feb 28, 2013 | no | PORTLAND, OR|GREENWOOD VILLAGE, CO|RESTON, VA | Previous registration |
| PACIFIC WEST FINANCIAL CONSULTANTS INC | Former SEC adviser | May 14, 2010 | Feb 28, 2012 | no | RENTON, WA | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Nov 29, 2006 | Apr 27, 2009 | no | PORTLAND, OR | Previous registration |
| PACIFIC WEST FINANCIAL CONSULTANTS INC | Former SEC adviser | Oct 23, 2003 | Oct 31, 2006 | no | PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | INSPIRE ADVISORS, LLC | Nov 27, 2024 | Nov 25, 2024 | -2 | Firm change | Ibd to RIA |
| CETERA ADVISORS LLC | CETERA INVESTMENT ADVISERS LLC | Mar 21, 2024 | Mar 21, 2024 | 0 | Bulk transfer | Ibd to ibd |
| J.P. MORGAN SECURITIES LLC | CETERA ADVISORS LLC | Aug 12, 2016 | Nov 14, 2016 | 94 | Firm change | Other |
| CETERA ADVISORS LLC | J.P. MORGAN SECURITIES LLC | Feb 28, 2013 | Mar 1, 2013 | 1 | Firm change | Other |
| PACIFIC WEST FINANCIAL CONSULTANTS INC | CETERA ADVISORS LLC | Feb 28, 2012 | Feb 28, 2012 | 0 | Bulk transfer | Other |
| WELLS FARGO INVESTMENTS, LLC | PACIFIC WEST FINANCIAL CONSULTANTS INC | Apr 27, 2009 | May 14, 2010 | 382 | Firm change | Other |
| PACIFIC WEST FINANCIAL CONSULTANTS INC | WELLS FARGO INVESTMENTS, LLC | Oct 31, 2006 | Nov 29, 2006 | 29 | Firm change | Other |