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Advisor at ALASKA WEALTH ADVISORS
ANCHORAGE, AK
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 |
|---|---|---|---|---|---|---|
| ALASKA WEALTH ADVISORS | Independent wealth | Feb 12, 2015 | n/a | yes | ANCHORAGE, AK | Current employment |
| ALASKA PERMANENT CAPITAL MANAGEMENT, LLC | Institutional manager | Feb 7, 2008 | Feb 12, 2015 | no | ANCHORAGE, AK | Previous registration |
| KMS FINANCIAL SERVICES, INC | Former SEC adviser | Nov 16, 2007 | Nov 30, 2007 | no | SEATTLE, WA|ANCHORAGE, AK | Previous registration |
| FINANCIAL RESOURCES INC | n/a | Apr 14, 2004 | Dec 3, 2007 | no | ANCHORAGE, AK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALASKA PERMANENT CAPITAL MANAGEMENT, LLC | ALASKA WEALTH ADVISORS | Feb 12, 2015 | Feb 12, 2015 | 0 | Firm change | Other |
| FINANCIAL RESOURCES INC | KMS FINANCIAL SERVICES, INC | Dec 3, 2007 | Nov 16, 2007 | -17 | Firm change | Other |
| KMS FINANCIAL SERVICES, INC | ALASKA PERMANENT CAPITAL MANAGEMENT, LLC | Nov 30, 2007 | Feb 7, 2008 | 69 | Firm change | Other |