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Advisor at ANCHYRA PARTNERS LLC
ATLANTA, GA
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 |
|---|---|---|---|---|---|---|
| ANCHYRA PARTNERS LLC | Independent wealth | Jun 4, 2025 | n/a | yes | ATLANTA, GA | Current employment |
| Stephens | Bd affiliated wealth | Nov 14, 2016 | Feb 26, 2025 | no | ATLANTA, GA|NASHVILLE, TN|NEW YORK, NY|CHARLOTTE, NC|HOUSTON, TX | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Aug 2, 2016 | Nov 16, 2016 | no | ATLANTA, GA | Previous registration |
| CREDIT SUISSE SECURITIES (USA) LLC | Former SEC adviser | Sep 30, 2008 | May 10, 2016 | no | ATLANTA, GA | Previous registration |
| LEHMAN BROTHERS INC. | n/a | May 6, 2004 | Oct 2, 2008 | no | NEW YORK, NY|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Stephens | ANCHYRA PARTNERS LLC | Feb 26, 2025 | Jun 4, 2025 | 98 | Firm change | Ibd to new firm |
| WELLS FARGO ADVISORS | Stephens | Nov 16, 2016 | Nov 14, 2016 | -2 | Firm change | Other |
| CREDIT SUISSE SECURITIES (USA) LLC | WELLS FARGO ADVISORS | May 10, 2016 | Aug 2, 2016 | 84 | Firm change | Other |
| LEHMAN BROTHERS INC. | CREDIT SUISSE SECURITIES (USA) LLC | Oct 2, 2008 | Sep 30, 2008 | -2 | Firm change | Other |