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Advisor at LOYOLA ASSET MANAGEMENT LLC
CORAL GABLES, FL
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 |
|---|---|---|---|---|---|---|
| LOYOLA ASSET MANAGEMENT LLC | Other adviser | Jan 1, 2025 | n/a | yes | CORAL GABLES, FL | Current employment |
| WESTERN INTERNATIONAL SECURITIES | Former SEC adviser | Oct 20, 2006 | Nov 12, 2012 | no | Coral Gables, FL|PASADENA, CA|PASADENA, CA|MIAMI, FL|Campbell, CA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Mar 28, 2001 | Nov 10, 2006 | no | MIAMI, FL|MIAMI, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WESTERN INTERNATIONAL SECURITIES | LOYOLA ASSET MANAGEMENT LLC | Nov 12, 2012 | Jan 1, 2025 | 4,433 | Firm change after gap | Other |
| CITIGROUP GLOBAL MARKETS INC. | WESTERN INTERNATIONAL SECURITIES | Nov 10, 2006 | Oct 20, 2006 | -21 | Firm change | Other |