DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at TIEDEMANN ADVISORS, LLC
MINNEAPOLIS, MN | NEW YORK, NY
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 |
|---|---|---|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | Independent wealth | Jul 11, 2024 | n/a | yes | MINNEAPOLIS, MN|NEW YORK, NY | Current employment |
| ENVOI LLC | Former SEC adviser | Oct 16, 2019 | Jul 2, 2024 | no | MINNEAPOLIS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ENVOI LLC | TIEDEMANN ADVISORS, LLC | Jul 2, 2024 | Jul 11, 2024 | 9 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149436:147189:MN:2024-07-02 | Jul 2, 2024 | Jul 11, 2024 | MINNEAPOLIS, MN | Firm change |