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Advisor at COLVA CAPITAL LLC
SAN DIEGO, 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 |
|---|---|---|---|---|---|---|
| COLVA CAPITAL LLC | State registered | Oct 27, 2021 | n/a | yes | SAN DIEGO, CA | Current employment |
| TLG ADVISORS, INC. | Bd affiliated wealth | Dec 18, 2020 | Sep 13, 2021 | no | San Diego, CA|SUMMIT, NJ | Previous registration |
| LOTUSGROUP CAPITAL | Asset manager | Feb 12, 2019 | May 15, 2019 | no | San Diego, CA|DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TLG ADVISORS, INC. | COLVA CAPITAL LLC | Sep 13, 2021 | Oct 27, 2021 | 44 | Firm change | Ibd to state RIA |
| LOTUSGROUP CAPITAL | TLG ADVISORS, INC. | May 15, 2019 | Dec 18, 2020 | 583 | Firm change after gap | Other |