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Advisor at COLONY FAMILY OFFICES, LLC
CHARLOTTE, NC
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 |
|---|---|---|---|---|---|---|
| COLONY FAMILY OFFICES, LLC | Independent wealth | Sep 16, 2013 | n/a | yes | CHARLOTTE, NC | Current employment |
| GENSPRING CHARLESTON, LLC | n/a | Jan 26, 2011 | Mar 30, 2011 | no | PALM BEACH GARDENS, FL | Previous registration |
| GFO ADVISORY SERVICES, LLC | Asset manager | Jan 14, 2004 | Jul 9, 2013 | no | CHARLOTTE, NC | Previous registration |
| DELOITTE INVESTMENT ADVISORS LLC | n/a | Dec 21, 1999 | Jan 13, 2004 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GFO ADVISORY SERVICES, LLC | GENSPRING CHARLESTON, LLC | Jul 9, 2013 | Jan 26, 2011 | -895 | Firm change after gap | Other |
| GENSPRING CHARLESTON, LLC | COLONY FAMILY OFFICES, LLC | Mar 30, 2011 | Sep 16, 2013 | 901 | Firm change after gap | Other |
| DELOITTE INVESTMENT ADVISORS LLC | GFO ADVISORY SERVICES, LLC | Jan 13, 2004 | Jan 14, 2004 | 1 | Firm change | Other |