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Advisor at SKYLINE ADVISORS, INC.
BELLINGHAM, WA
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 |
|---|---|---|---|---|---|---|
| SKYLINE ADVISORS, INC. | Independent wealth | May 5, 2015 | n/a | yes | BELLINGHAM, WA | Current employment |
| FAIRHAVEN FINANCIAL ADVISORS, INC. | Former SEC adviser | Aug 10, 2012 | Oct 1, 2015 | no | BELLINGHAM, WA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Aug 16, 2012 | no | BELLINGHAM, WA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Oct 20, 1999 | Jun 1, 2009 | no | BELLINGHAM, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FAIRHAVEN FINANCIAL ADVISORS, INC. | SKYLINE ADVISORS, INC. | Oct 1, 2015 | May 5, 2015 | -149 | Firm change after gap | Other |
| MORGAN STANLEY | FAIRHAVEN FINANCIAL ADVISORS, INC. | Aug 16, 2012 | Aug 10, 2012 | -6 | Firm change | Wirehouse to new firm |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 164267:188511:WA:2015-10-01 | Oct 1, 2015 | May 5, 2015 | BELLINGHAM, WA | Firm change after gap |