DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at SHADOWRIDGE ASSET MANAGEMENT, LLC
AUSTIN, TX
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 |
|---|---|---|---|---|---|---|
| SHADOWRIDGE ASSET MANAGEMENT, LLC | Independent wealth | Aug 15, 2013 | n/a | yes | AUSTIN, TX | Current employment |
| ASPEN LEAF WEALTH MANAGEMENT, PBC | State registered | Feb 25, 2014 | Dec 31, 2014 | no | AUSTIN, TX | Previous registration |
| LINCOLN INVESTMENT | Independent wealth | Jun 8, 2007 | Aug 13, 2013 | no | San Marcos, TX|AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ASPEN LEAF WEALTH MANAGEMENT, PBC | n/a | Dec 31, 2014 | n/a | n/a | Departure no registered destination | Departure |
| LINCOLN INVESTMENT | SHADOWRIDGE ASSET MANAGEMENT, LLC | Aug 13, 2013 | Aug 15, 2013 | 2 | Firm change | Other |