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Reading the graph
Advisor at TREEVIEW CAPITAL
MILL CREEK, 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 |
|---|---|---|---|---|---|---|
| TREEVIEW CAPITAL | No RAUM reported | Mar 17, 2025 | n/a | yes | MILL CREEK, WA | Current employment |
| CORNERSTONE ALTERNATIVES | Independent wealth | Mar 1, 2024 | Jan 20, 2025 | no | MILL CREEK, WA | Previous registration |
| TREEVIEW CAPITAL MANAGEMENT LLC | n/a | Apr 25, 2011 | Dec 31, 2013 | no | TIGARD, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CORNERSTONE ALTERNATIVES | TREEVIEW CAPITAL | Jan 20, 2025 | Mar 17, 2025 | 56 | Firm change | RIA to new firm |
| TREEVIEW CAPITAL MANAGEMENT LLC | CORNERSTONE ALTERNATIVES | Dec 31, 2013 | Mar 1, 2024 | 3,713 | Firm change after gap | Other |