DFX Intelligence
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Reading the graph
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Advisor at W••••••••• T•••• I••••••••• A•••••••• I•••
W•••••••••, DE
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 |
|---|---|---|---|---|---|---|
| W••••••••• T•••• I••••••••• A•••••••• I••• | Other adviser | Aug 8, 2024 | n/a | yes | W•••••••••, DE | Current employment |
| R••••••••• C•••••• M••••••••• | Bd affiliated wealth | Jun 11, 2021 | Sep 7, 2022 | no | New York, NY |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| R••••••••• C•••••• M••••••••• | W••••••••• T•••• I••••••••• A•••••••• I••• | Sep 7, 2022 | Aug 8, 2024 | 701 | Firm change after gap | Other |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | R••••••••• C•••••• M••••••••• | Jun 14, 2021 | Jun 11, 2021 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:291361:NY:2021-06-14 | Jun 14, 2021 | Jun 11, 2021 | NEW YORK, NY | Firm change |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | Wirehouse | Dec 21, 2018 | Jun 14, 2021 | no | PARAMUS, NJ|NEW YORK, NY | Previous registration |
| C••••••• M••••••••• A•••••••• I••• | n/a | Aug 26, 2003 | Sep 22, 2004 | no | GLEN ROCK, NJ | Previous registration |
| -3 |
| Firm change |
| Wirehouse to ibd |
| C••••••• M••••••••• A•••••••• I••• | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | Sep 22, 2004 | Dec 21, 2018 | 5,203 | Firm change after gap | Other |