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Advisor at INFLECTION CAPITAL MANAGEMENT, LLC
SAN FRANCISCO, CA | Portsmouth, NH
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 |
|---|---|---|---|---|---|---|
| INFLECTION CAPITAL MANAGEMENT, LLC | Independent wealth | May 30, 2025 | n/a | yes | SAN FRANCISCO, CA|Portsmouth, NH | Current employment |
| LAKE STREET ADVISORS | Former SEC adviser | May 18, 2023 | Feb 20, 2025 | no | PORTSMOUTH, NH | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | May 10, 2023 | no | BOSTON, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Aug 2, 2012 | Jul 13, 2018 | no | NASHUA, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LAKE STREET ADVISORS | INFLECTION CAPITAL MANAGEMENT, LLC | Feb 20, 2025 | May 30, 2025 | 99 | Firm change | RIA to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | LAKE STREET ADVISORS | May 10, 2023 | May 18, 2023 | 8 | Firm change | Ibd to RIA |
| STRATEGIC ADVISERS LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 13, 2018 | Jul 13, 2018 | 0 | Bulk transfer | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 288300:333157:NH:2025-02-20 | Feb 20, 2025 | May 30, 2025 | PORTSMOUTH, NH | Firm change |