DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
SHERMAN OAKS, 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 |
|---|---|---|---|---|---|---|
| DAVIDSON KAHN CAPITAL MANAGEMENT, LLC | Independent wealth | Sep 7, 2022 | n/a | yes | SHERMAN OAKS, CA | Current employment |
| ROCKEFELLER CAPITAL MANAGEMENT | Bd affiliated wealth | Jan 21, 2021 | Sep 27, 2022 | no | San Francisco, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | DAVIDSON KAHN CAPITAL MANAGEMENT, LLC | Sep 27, 2022 | Sep 7, 2022 | -20 | Firm change | Ibd to RIA |