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Advisor at GULSRUD CONSULTING LLC
BELL CANYON, 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 |
|---|---|---|---|---|---|---|
| GULSRUD CONSULTING LLC | State registered | Sep 10, 2026 | n/a | yes | BELL CANYON, CA | Current employment |
| Mariner | Bd affiliated wealth | Mar 1, 2022 | Mar 11, 2026 | no | LOS ANGELES, CA | Previous registration |
| ADVICEPERIOD, LLC | Former SEC adviser | Jan 10, 2018 | Mar 30, 2022 | no | LOS ANGELES, CA | Previous registration |
| Pathstone | Independent wealth | Nov 2, 2016 | Jan 2, 2018 | no | ENGLEWOOD, NJ|LOS ANGELES, CA | Previous registration |
| CONVERGENT WEALTH ADVISORS, LLC | Former SEC adviser | Jan 8, 2015 | Oct 31, 2016 | no | BEVERKY HILLS, CA|LOS ANGELES, CA | Previous registration |
| CONVERGENT WEALTH ADVISORS, LLC | Former SEC adviser | Sep 5, 2008 | Dec 31, 2014 | no | BEVERKY HILLS, CA|LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Mariner | GULSRUD CONSULTING LLC | Mar 11, 2026 | Sep 10, 2026 | 183 | Firm change | Ibd to state RIA |
| ADVICEPERIOD, LLC | Mariner | Mar 30, 2022 | Mar 1, 2022 | -29 | Firm change | RIA to ibd |
| Pathstone | ADVICEPERIOD, LLC | Jan 2, 2018 | Jan 10, 2018 | 8 | Firm change | Other |
| CONVERGENT WEALTH ADVISORS, LLC | Pathstone | Oct 31, 2016 | Nov 2, 2016 | 2 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 169828:140195:CA:2022-03-30 | Mar 30, 2022 | Mar 1, 2022 | LOS ANGELES, CA | Firm change |
| 143719:151736:CA:2016-10-31 | Oct 31, 2016 | Nov 2, 2016 | LOS ANGELES, CA | Firm change |