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Advisor at CHARTWELL INVESTMENT PARTNERS, LLC
Long Valley, NJ | BERWYN, PA
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 |
|---|---|---|---|---|---|---|
| CHARTWELL INVESTMENT PARTNERS, LLC | Other adviser | Aug 11, 2022 | n/a | yes | BERWYN, PA|Long Valley, NJ | Current employment |
| CHARTWELL INVESTMENT PARTNERS, LLC | Other adviser | Nov 20, 2015 | Jun 30, 2022 | no | LONG VALLEY, NJ|BERWYN, PA | Previous registration |
| GENEVA ADVISORS, LLC | Former SEC adviser | Aug 21, 2012 | Apr 17, 2015 | no | CHICAGO, IL | Previous registration |
| PACIFIC INCOME ADVISERS INC | Other adviser | Dec 11, 2008 | Aug 3, 2012 | no | SANTA MONICA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GENEVA ADVISORS, LLC | CHARTWELL INVESTMENT PARTNERS, LLC | Apr 17, 2015 | Nov 20, 2015 | 217 | Firm change | Other |
| PACIFIC INCOME ADVISERS INC | GENEVA ADVISORS, LLC | Aug 3, 2012 | Aug 21, 2012 | 18 | Firm change | Other |