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Advisor at COVATO CAPITAL MANAGEMENT, LLC
NAPLES, 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 |
|---|---|---|---|---|---|---|
| COVATO CAPITAL MANAGEMENT, LLC | State registered | Dec 6, 2024 | n/a | yes | NAPLES, FL | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 20, 2018 | Oct 10, 2019 | no | WILLIAMSPORT, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | COVATO CAPITAL MANAGEMENT, LLC | Oct 10, 2019 | Dec 6, 2024 | 1,884 | Firm change after gap | Wirehouse to state RIA |