DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FIRST FOUNDATION ADVISORS
Denver, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FIRST FOUNDATION ADVISORS | Independent wealth | Aug 14, 2026 | n/a | yes | Denver, CO | Current employment |
| ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC | Independent wealth | Jul 23, 2014 | Oct 6, 2017 | no | JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC | FIRST FOUNDATION ADVISORS | Oct 6, 2017 | Aug 14, 2026 | 3,234 | Firm change after gap | Other |