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Advisor at INCLINE INVESTMENT ADVISORS, LLC
Incline Village, NV | INCLINE VILLAGE, NV
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 |
|---|---|---|---|---|---|---|
| INCLINE INVESTMENT MANAGEMENT, LLC | State registered | Jan 1, 2026 | n/a | yes | Incline Village, NV | Current employment |
| INCLINE INVESTMENT ADVISORS, LLC | State registered | Feb 7, 2020 | n/a | yes | INCLINE VILLAGE, NV | Current employment |
| NEWARC INVESTMENTS, INC. | n/a | May 12, 2021 | Nov 1, 2021 | no | INCLINE VILLAGE, NV | Previous registration |
| PORTSMOUTH FINANCIAL SERVICES | n/a | Sep 4, 2012 | Aug 28, 2017 | no | SAN RAFAEL, CA|SAN FRANCISCO, CA | Previous registration |
| BRADLEY & COMPANY, LLC | Former SEC adviser | May 17, 2012 | Sep 6, 2012 | no | JACKSON, WY | Previous registration |
| EVERETT CAPITAL MANAGEMENT, LLC | n/a | Mar 6, 2006 | Dec 2, 2012 | no | SAUSALITO, CA|SAUSALITO, CA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Oct 21, 2003 | Mar 23, 2006 | no | SAN FRANCISCO, CA|SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEWARC INVESTMENTS, INC. | INCLINE INVESTMENT MANAGEMENT, LLC | Nov 1, 2021 | Jan 1, 2026 | 1,522 | Firm change after gap | Other |
| PORTSMOUTH FINANCIAL SERVICES | INCLINE INVESTMENT ADVISORS, LLC | Aug 28, 2017 | Feb 7, 2020 | 893 | Firm change after gap | Other |
| EVERETT CAPITAL MANAGEMENT, LLC | BRADLEY & COMPANY, LLC | Dec 2, 2012 | May 17, 2012 | -199 | Firm change after gap | Other |
| BRADLEY & COMPANY, LLC | PORTSMOUTH FINANCIAL SERVICES | Sep 6, 2012 | Sep 4, 2012 | -2 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | EVERETT CAPITAL MANAGEMENT, LLC | Mar 23, 2006 | Mar 6, 2006 | -17 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 122716:293335:NV:2021-11-01 | Nov 1, 2021 | Jan 1, 2026 | INCLINE VILLAGE, NV | Firm change after gap |