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Advisor at THREE BRIDGE WEALTH ADVISORS
LOS ALTOS, CA
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 |
|---|---|---|---|---|---|---|
| THREE BRIDGE WEALTH ADVISORS | Independent wealth | Nov 3, 2025 | n/a | yes | LOS ALTOS, CA | Current employment |
| HIGHTOWER ADVISORS, LLC | Bd affiliated wealth | Nov 17, 2010 | Jul 29, 2011 | no | MENLO PARK, CA|CHICAGO, IL | Previous registration |
| THREE BRIDGE WEALTH ADVISORS | Independent wealth | Aug 14, 2009 | Dec 31, 2018 | no | LOS ALTOS, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Sep 4, 2009 | no | MENLO PARK, CA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Jul 1, 1999 | Jun 1, 2009 | no | MENLO PARK, CA|MENLO PARK, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THREE BRIDGE WEALTH ADVISORS | HIGHTOWER ADVISORS, LLC | Dec 31, 2018 | Nov 17, 2010 | -2,966 | Firm change after gap | Other |
| HIGHTOWER ADVISORS, LLC | THREE BRIDGE WEALTH ADVISORS | Jul 29, 2011 | Nov 3, 2025 | 5,211 | Firm change after gap | Other |
| MORGAN STANLEY | THREE BRIDGE WEALTH ADVISORS | Sep 4, 2009 | Aug 14, 2009 | -21 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 150460:145323:CA:2018-12-31 | Dec 31, 2018 | Nov 17, 2010 | LOS ALTOS, CA | Firm change after gap |