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Advisor at MONDRIAN INVESTMENT PARTNERS (U.S.), INC.
RADNOR, PA
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 |
|---|---|---|---|---|---|---|
| MONDRIAN INVESTMENT PARTNERS (U.S.), INC. | State registered | Nov 25, 2024 | n/a | yes | RADNOR, PA | Current employment |
| BLACKROCK INVESTMENT MANAGEMENT, LLC | Asset manager | Aug 15, 2013 | Jul 1, 2016 | no | PRINCETON, NJ | Previous registration |
| CAPITAL ANALYSTS | Bd affiliated wealth | Jun 4, 2012 | Jul 19, 2013 | no | WEST CONSHOHOCKEN, PA | Previous registration |
| LINCOLN INVESTMENT | Independent wealth | Jun 1, 2012 | Jul 19, 2013 | no | WEST CONSHOHOCKEN, PA|Fort Washington, PA | Previous registration |
| CINCINNATI ANALYSTS, INC | Former SEC adviser | Oct 18, 2005 | Jun 1, 2012 | no | WEST CONSHOHOCKEN, PA|RADNOR, PA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jul 9, 2003 | Jan 30, 2004 | no | LANCASTER, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BLACKROCK INVESTMENT MANAGEMENT, LLC | MONDRIAN INVESTMENT PARTNERS (U.S.), INC. | Jul 1, 2016 | Nov 25, 2024 | 3,069 | Firm change after gap | Other |
| CAPITAL ANALYSTS | BLACKROCK INVESTMENT MANAGEMENT, LLC | Jul 19, 2013 | Aug 15, 2013 | 27 | Firm change | Other |
| LINCOLN INVESTMENT | CAPITAL ANALYSTS | Jul 19, 2013 | Jun 4, 2012 | -410 | Firm change after gap | Other |
| CINCINNATI ANALYSTS, INC | LINCOLN INVESTMENT | Jun 1, 2012 | Jun 1, 2012 | 0 | Bulk transfer | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | CINCINNATI ANALYSTS, INC | Jan 30, 2004 | Oct 18, 2005 | 627 | Firm change after gap | Other |