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Advisor at BLUE SQUARE ASSET MANAGEMENT, LLC
NEW YORK, NY | WESTPORT, CT
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 |
|---|---|---|---|---|---|---|
| BLUE SQUARE ASSET MANAGEMENT, LLC | Independent wealth | Oct 21, 2020 | n/a | yes | NEW YORK, NY|WESTPORT, CT | Current employment |
| NEUBERGER BERMAN BD LLC | No RAUM reported | Mar 9, 2006 | Jun 21, 2011 | no | NEW YORK, NY|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEUBERGER BERMAN BD LLC | BLUE SQUARE ASSET MANAGEMENT, LLC | Jun 21, 2011 | Oct 21, 2020 | 3,410 | Firm change after gap | Other |