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Advisor at SVB ASSET MANAGEMENT
Ennis, MT | 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 |
|---|---|---|---|---|---|---|
| SVB ASSET MANAGEMENT | Other adviser | Dec 13, 2022 | n/a | yes | Ennis, MT|SAN FRANCISCO, CA | Current employment |
| INSPIRE INVESTING, LLC | Asset manager | Aug 12, 2020 | Oct 13, 2022 | no | Hollister, CA|Lee's Summit, MO|MERIDIAN, ID|Ennis, MT | Previous registration |
| INSPIRE ADVISORS, LLC | Independent wealth | Aug 7, 2020 | Oct 13, 2022 | no | Lee's Summit, MO|MERIDIAN, ID|Hollister, CA|Ennis, MT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INSPIRE INVESTING, LLC | SVB ASSET MANAGEMENT | Oct 13, 2022 | Dec 13, 2022 | 61 | Firm change | Other |
| INSPIRE ADVISORS, LLC | INSPIRE INVESTING, LLC | Oct 13, 2022 | Aug 12, 2020 | -792 | Firm change after gap | RIA to RIA |