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Advisor at LIBERTY ONE INVESTMENT MANAGEMENT
LIBERTYVILLE, IL | Colorado Springs, CO
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 |
|---|---|---|---|---|---|---|
| LIBERTY ONE INVESTMENT MANAGEMENT | Asset manager | Jun 7, 2024 | n/a | yes | LIBERTYVILLE, IL|Colorado Springs, CO | Current employment |
| T. ROWE PRICE ADVISORY SERVICES, INC. | Bd affiliated wealth | Jun 18, 2020 | Jan 11, 2021 | no | Colorado Springs, CO | Previous registration |
| ORION PORTFOLIO SOLUTIONS, LLC | Former SEC adviser | Aug 16, 2019 | Aug 21, 2019 | no | OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| T. ROWE PRICE ADVISORY SERVICES, INC. | LIBERTY ONE INVESTMENT MANAGEMENT | Jan 11, 2021 | Jun 7, 2024 | 1,243 | Firm change after gap | Other |
| ORION PORTFOLIO SOLUTIONS, LLC | T. ROWE PRICE ADVISORY SERVICES, INC. | Aug 21, 2019 | Jun 18, 2020 | 302 | Firm change | RIA to RIA |