Financial ADVSR advisor moves · SEC adviser records, updated daily
Advisors who joined and left 2260 West
Every SEC-registered advisor who joined 2260 West or left it for another firm since October 22, and where they came from or went.
0 joined and 1 left for another firm since October 22, a net change of -1; the most who left went to Northwest Quadrant Wealth Management (2).
Every 2260 West advisor, by city and state →Which firms are gaining and losing advisors →
Where advisors came from and went
Went to
Joined 2260 West (0)
No advisors joined since October 22.
Left 2260 West for another firm (1)
| Advisor | Went to | Office | Seen |
|---|---|---|---|
| Chelsea A. Mayer | Northwest Quadrant Wealth Management | Bend, OR | Nov 3 |
| Chelsea A. Mayer | Northwest Quadrant Wealth Management | Bend, OR | Oct 28 |
Questions
How many advisors has 2260 West added recently?
0 SEC-registered advisors joined 2260 West and 1 left it for another firm since October 22, a net change of -1, according to the SEC's daily Investment Adviser Public Disclosure file.
Where are 2260 West advisors going?
Of the advisors who left 2260 West for another firm since October 22, the most joined Northwest Quadrant Wealth Management (2).
Where does this data come from?
The SEC publishes every registered investment adviser representative and their firms each day. Financial ADVSR compares each day's file with the one before: an advisor who gains a firm counts as joining it, one who loses it as leaving. A departure counts only when the advisor shows up at another firm within 45 days; advisors who simply drop out of the file (retirements, broker-only roles, gaps in a day's file) aren't counted.
Source: the SEC's Investment Adviser Public Disclosure daily file, compared day by day since 2026-10-22. Investment adviser representatives only; broker-only moves (FINRA BrokerCheck) aren't included. Reported team moves and deals are in Advisor Moves.