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Reading the graph
Advisor at VONTOBEL SWISS FINANCIAL ADVISERS
Miami, FL | ZURICH
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 |
|---|---|---|---|---|---|---|
| VONTOBEL SWISS FINANCIAL ADVISERS | Independent wealth | Jun 12, 2026 | n/a | yes | Miami, FL|ZURICH | Current employment |
| FISHER INVESTMENTS | Independent wealth | Feb 10, 2022 | May 29, 2024 | no | Plano, TX|PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FISHER INVESTMENTS | VONTOBEL SWISS FINANCIAL ADVISERS | May 29, 2024 | Jun 12, 2026 | 744 | Firm change after gap | RIA to RIA |