DFX Intelligence
Reading the graph
Reading the graph
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Advisor at V••••••• A••••••• S••••••••• I•••
WAKEFIELD, MA
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 |
|---|---|---|---|---|---|---|
| V••••••• A••••••• S••••••••• I••• | Independent wealth | Feb 9, 2024 | n/a | yes | WAKEFIELD, MA | Current employment |
| E•••• V•••• M••••••••• | Asset manager | Apr 11, 2007 | Aug 17, 2023 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| E•••• V•••• M••••••••• | V••••••• A••••••• S••••••••• I••• | Aug 17, 2023 | Feb 9, 2024 | 176 | Firm change | Other |
| F•••••••• I••••••••• C••••••••• | M•• A•••••••• A• D••••••• O• F•••••••• M••• L•• | Jan 31, 2007 | Nov 13, 2006 |
| M•• A•••••••• A• D••••••• O• F•••••••• M••• L•• | Asset manager | Nov 13, 2006 | Jan 31, 2007 | no | CAMBRIDGE, MA | Previous registration |
| F•••••••• I••••••••• C••••••••• | Institutional manager | Nov 10, 2006 | Jan 31, 2007 | no | PITTSBURGH, PA | Previous registration |
| -79 |
| Firm change after gap |
| Other |
| M•• A•••••••• A• D••••••• O• F•••••••• M••• L•• | E•••• V•••• M••••••••• | Jan 31, 2007 | Apr 11, 2007 | 70 | Firm change | Other |