DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FIDUCIARY CONSULTING GROUP
Portland, OR
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 |
|---|---|---|---|---|---|---|
| FIDUCIARY CONSULTING GROUP | Institutional manager | Jan 8, 2020 | n/a | yes | Portland, OR | Current employment |
| HUMAN INVESTING | Mixed wealth | May 21, 2010 | Nov 20, 2019 | no | LAKE OSWEGO, OR|LAKE OSWEGO, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HUMAN INVESTING | FIDUCIARY CONSULTING GROUP | Nov 20, 2019 | Jan 8, 2020 | 49 | Firm change | Other |