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Advisor at USI ADVISORS
Seattle, WA
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 |
|---|---|---|---|---|---|---|
| USI ADVISORS | Institutional manager | May 3, 2017 | n/a | yes | Seattle, WA | Current employment |
| KIBBLE & PRENTICE HOLDING COMPANY | Former SEC adviser | Jun 2, 2009 | May 1, 2017 | no | SEATTLE, WA | Previous registration |
| STANCORP INVESTMENT ADVISERS, INC. | Other adviser | Jan 1, 2007 | Mar 23, 2009 | no | BELLEVUE, WA | Previous registration |
| INVESMART ADVISORS INC | n/a | Apr 30, 2003 | Jan 1, 2007 | no | BELLEVUE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KIBBLE & PRENTICE HOLDING COMPANY | USI ADVISORS | May 1, 2017 | May 3, 2017 | 2 | Firm change | Other |
| STANCORP INVESTMENT ADVISERS, INC. | KIBBLE & PRENTICE HOLDING COMPANY | Mar 23, 2009 | Jun 2, 2009 | 71 | Firm change | Other |
| INVESMART ADVISORS INC | STANCORP INVESTMENT ADVISERS, INC. | Jan 1, 2007 | Jan 1, 2007 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 127672:108113:WA:2017-05-01 | May 1, 2017 | May 3, 2017 | SEATTLE, WA | Firm change |