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Advisor at CSLA FINANCIAL INC
Camas, 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 |
|---|---|---|---|---|---|---|
| CSLA FINANCIAL INC | State registered | Nov 29, 2016 | n/a | yes | Camas, WA | Current employment |
| PORTSMOUTH FINANCIAL SERVICES | n/a | Mar 9, 2016 | Aug 8, 2016 | no | SAN FRANCISCO, CA | Previous registration |
| INTERACTIVE FINANCIAL ADVISORS | Independent wealth | Mar 10, 2014 | Jul 28, 2014 | no | ESCONDIDO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PORTSMOUTH FINANCIAL SERVICES | CSLA FINANCIAL INC | Aug 8, 2016 | Nov 29, 2016 | 113 | Firm change | Other |
| INTERACTIVE FINANCIAL ADVISORS | PORTSMOUTH FINANCIAL SERVICES | Jul 28, 2014 | Mar 9, 2016 | 590 | Firm change after gap | Other |