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Advisor at M2 CAPITAL ADVISORS
VALENCIA, CA
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 |
|---|---|---|---|---|---|---|
| M2 CAPITAL ADVISORS | Asset manager | Mar 30, 2026 | n/a | yes | VALENCIA, CA | Current employment |
| CIBC PRIVATE WEALTH ADVISORS, INC. | Bd affiliated wealth | Aug 26, 2002 | Jun 6, 2003 | no | CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CIBC PRIVATE WEALTH ADVISORS, INC. | M2 CAPITAL ADVISORS | Jun 6, 2003 | Mar 30, 2026 | 8,333 | Firm change after gap | Other |