DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at HATHAWAY CAPITAL MANAGEMENT, LLC
Newport Beach, CA | NORTH MIAMI BEACH, FL | NEWPORT BEACH, CA
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 |
|---|---|---|---|---|---|---|
| LEGACY WEALTH ADVISORS, LLC | Independent wealth | Oct 16, 2023 | n/a | yes | Newport Beach, CA|NORTH MIAMI BEACH, FL | Current employment |
| HATHAWAY CAPITAL MANAGEMENT, LLC | State registered | Mar 14, 2018 | n/a | yes | NEWPORT BEACH, CA | Current employment |
| HATHAWAY & CO. | n/a | May 23, 2011 | Dec 31, 2013 | no | PASADENA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HATHAWAY & CO. | HATHAWAY CAPITAL MANAGEMENT, LLC | Dec 31, 2013 | Mar 14, 2018 | 1,534 | Firm change after gap | Other |