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Advisor at COGENT INVESTMENT ADVISORS LLC
SAN FRANCISCO, CA
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 |
|---|---|---|---|---|---|---|
| COGENT INVESTMENT ADVISORS LLC | State registered | Mar 22, 2017 | n/a | yes | SAN FRANCISCO, CA | Current employment |
| BLUE HALL CAPITAL | n/a | Jun 23, 2020 | Mar 9, 2021 | no | SAN JUAN, PR | Previous registration |
| ZIONS CAPITAL ADVISORS, INC. | Institutional manager | Sep 2, 2004 | Jul 5, 2016 | no | SAN FRANCISCO, CA|SALT LAKE CITY, UT|BERKELEY, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BLUE HALL CAPITAL | n/a | Mar 9, 2021 | n/a | n/a | Departure no registered destination | Departure |
| ZIONS CAPITAL ADVISORS, INC. | COGENT INVESTMENT ADVISORS LLC | Jul 5, 2016 | Mar 22, 2017 | 260 | Firm change | Other |