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Advisor at CRESSET ASSET MANAGEMENT, LLC
RESTON, VA | CHICAGO, IL
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 |
|---|---|---|---|---|---|---|
| CRESSET ASSET MANAGEMENT, LLC | Independent wealth | Jun 16, 2020 | n/a | yes | CHICAGO, IL|RESTON, VA | Current employment |
| PAGNATOKARP PARTNERS, LLC | Former SEC adviser | Sep 6, 2016 | Jun 16, 2020 | no | Reston, VA | Previous registration |
| CONVERGENT WEALTH ADVISORS, LLC | Former SEC adviser | May 3, 2007 | Aug 29, 2016 | no | POTOMAC, MD | Previous registration |
| LYDIAN WEALTH MANAGEMENT COMPANY, LLC | n/a | Aug 18, 2006 | May 3, 2007 | no | ROCKVILLE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PAGNATOKARP PARTNERS, LLC | CRESSET ASSET MANAGEMENT, LLC | Jun 16, 2020 | Jun 16, 2020 | 0 | Firm change | RIA to RIA |
| CONVERGENT WEALTH ADVISORS, LLC | PAGNATOKARP PARTNERS, LLC | Aug 29, 2016 | Sep 6, 2016 | 8 | Firm change | Other |
| LYDIAN WEALTH MANAGEMENT COMPANY, LLC | CONVERGENT WEALTH ADVISORS, LLC | May 3, 2007 | May 3, 2007 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282298:288566:VA:2020-06-16 | Jun 16, 2020 | Jun 16, 2020 | RESTON, VA | Firm change |
| 143719:282298:MD:2016-08-29 | Aug 29, 2016 | Sep 6, 2016 | POTOMAC, MD | Firm change |