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Inactive

Cassidy Plair

Sustainable Advisors Alliance LLC

Los Angeles, CA

Tulsa, OK

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Current Employers
Sustainable Advisors Alliance Llc

12 N Cheyenne Ave Suite 406, Tulsa, OK 74103 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-15
  • CA RA
    APPROVED
    Since 2025-12-15

Branch Locations

Los Angeles, CA • United States

12 N Cheyenne Ave Suite 406, Tulsa, OK 74103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sustainable Advisors Alliance Llc Tulsa OK 08/2025 Present
Bunkley Investment & Management Company Los Angeles CA 02/2024 08/2025
Bunkley Investment & Management Company Los Angeles CA 02/2022 01/2024
University Of Houston Los Angeles CA 11/2018 01/2022
University Of Southern California Los Angeles CA 07/2016 11/2018
  • 08/2025 → Present
    Sustainable Advisors Alliance Llc
    Tulsa, OK
  • 02/2024 → 08/2025
    Bunkley Investment & Management Company
    Los Angeles, CA
  • 02/2022 → 01/2024
    Bunkley Investment & Management Company
    Los Angeles, CA
  • 11/2018 → 01/2022
    University Of Houston
    Los Angeles, CA
  • 07/2016 → 11/2018
    University Of Southern California
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-13
  • S65 Uniform Investment Adviser Law Examination
    2025-12-13

View on SEC IAPD

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