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Reading the graph
Advisor at PURPOSE CAPITAL ADVISORS
SAN RAFAEL, 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 |
|---|---|---|---|---|---|---|
| PURPOSE CAPITAL ADVISORS | State registered | Jan 1, 2026 | n/a | yes | SAN RAFAEL, CA | Current employment |
| UPLIFTING CAPITAL | State registered | Oct 20, 2022 | Jun 30, 2023 | no | SAN RAFAEL, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UPLIFTING CAPITAL | PURPOSE CAPITAL ADVISORS | Jun 30, 2023 | Jan 1, 2026 | 916 | Firm change after gap | Other |