RIA Intelligence

ADVICEPERIOD SERVICES, LLC

CRD #309309 SEC #801-118946 LOS ANGELES, CA 424-281-3600
SEC Registered
Total AUM
--
Discretionary
--
Employees
5
Clients
0
Accounts
--

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 8, 2021
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LOCKSHIN, STEVEN, DAVIDIDIRECTORNA Control
LOCKSHIN, STEVEN, DAVIDIDIRECTORNA Control
LOCKSHIN, STEVEN, DAVIDIDIRECTORNA Control
LOCKSHIN, STEVEN, DAVIDIDIRECTORNA Control
LOCKSHIN, STEVEN, DAVIDIDIRECTORNA Control
MILES, LAWRENCE, KENNETHIDIRECTORNA Control
MILES, LAWRENCE, KENNETHIDIRECTORNA Control
SHIGEMURA-HILDEBRAND, ANNICHIEF COMPLIANCE OFFICERNA Control
SHIGEMURA-HILDEBRAND, ANNICHIEF COMPLIANCE OFFICERNA Control
SHIGEMURA-HILDEBRAND, ANNICHIEF COMPLIANCE OFFICERNA Control
SHIGEMURA-HILDEBRAND, ANNICHIEF COMPLIANCE OFFICERNA Control
SHIGEMURA-HILDEBRAND, ANNICHIEF COMPLIANCE OFFICERNA Control
STRAUB, JONATHAN, PAULIDIRECTORNA Control
STRAUB, JONATHAN, PAULIDIRECTORNA Control
STRAUB, JONATHAN, PAULIDIRECTORNA Control
STRAUB, JONATHAN, PAULIDIRECTORNA Control
STRAUB, JONATHAN, PAULIDIRECTORNA Control
ADVICEPERIOD, LLCDEMEMBERD Control
ADVICEPERIOD, LLCDEMEMBERD Control
ADVICEPERIOD, LLCDEMEMBERD Control
OPENADVISOR, LLCDEMEMBERD Control
OPENADVISOR, LLCDEMEMBERD Control
APH PARTNERS, LLCDEMEMBERC Control
APH PARTNERS, LLCDEMEMBERC Control
APH PARTNERS, LLCDEMEMBERC Control
HCVT PARTNERS, LLCDEMEMBERC Control
HCVT PARTNERS, LLCDEMEMBERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
OPENADVISOR, LLCDEADVICEPERIOD, LLCE Control
OPENADVISOR, LLCDEADVICEPERIOD, LLCE Control
OPENADVISOR, LLCDEOPENADVISOR, LLCE Control
OPENADVISOR, LLCDEOPENADVISOR, LLCE Control
OPENADVISOR, LLCDEADVICEPERIOD, LLCE Control
LOCKSHIN, STEVEN, DAVIDIOPENADVISOR, LLCD Control
LOCKSHIN, STEVEN, DAVIDIOPENADVISOR, LLCD Control
LOCKSHIN, STEVEN, DAVIDIOPENADVISOR, LLCD Control
LOCKSHIN, STEVEN, DAVIDIOPENADVISOR, LLCD Control
LOCKSHIN, STEVEN, DAVIDIOPENADVISOR, LLCD Control
HOLTHOUSE, PHILIP, JAYIHCVT PARTNERS, LLCC Control
HOLTHOUSE, PHILIP, JAYIHCVT PARTNERS, LLCC Control
HOLTHOUSE, PHILIP, JAYIAPH PARTNERS, LLCC
HOLTHOUSE, PHILIP, JAYIAPH PARTNERS, LLCC
HOLTHOUSE, PHILIP, JAYIAPH PARTNERS, LLCC Control
Hutchins, Greggory, J.IHCVT PARTNERS, LLCC Control
Hutchins, Greggory, J.IHCVT PARTNERS, LLCC Control
Hutchins, Greggory, J.IAPH PARTNERS, LLCC
Hutchins, Greggory, J.IAPH PARTNERS, LLCC
Hutchins, Greggory, J.IAPH PARTNERS, LLCC Control

Registrations

Federal

IA
Mar 8, 2021 REGISTERED

Notice Filings (1)

CA

Address

2121 AVENUE OF THE STARS
SUITE 2400
LOS ANGELES, CA 90067
United States
Phone: 424-281-3600