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Advisor at VIRTUS INVESTMENT ADVISERS, LLC
AMBLER, PA | HARTFORD, 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 |
|---|---|---|---|---|---|---|
| VIRTUS INVESTMENT ADVISERS, LLC | Asset manager | Feb 10, 2025 | n/a | yes | AMBLER, PA|HARTFORD, CT | Current employment |
| AC WEALTH PARTNERS | Mixed wealth | Sep 25, 2023 | Dec 3, 2024 | no | BERWYN, PA | Previous registration |
| ORION PORTFOLIO SOLUTIONS, LLC | Former SEC adviser | Jan 10, 2022 | Jun 10, 2022 | no | Berwyn, PA|OMAHA, NE | Previous registration |
| ORION PORTFOLIO SOLUTIONS, LLC | Bd affiliated wealth | Oct 16, 2020 | Dec 31, 2021 | no | OMAHA, NE | Previous registration |
| BRINKER CAPITAL INC | Former SEC adviser | Nov 16, 2006 | Oct 16, 2020 | no | BERWYN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AC WEALTH PARTNERS | VIRTUS INVESTMENT ADVISERS, LLC | Dec 3, 2024 | Feb 10, 2025 | 69 | Firm change | Other |
| ORION PORTFOLIO SOLUTIONS, LLC | AC WEALTH PARTNERS | Jun 10, 2022 | Sep 25, 2023 | 472 | Firm change after gap | Other |
| ORION PORTFOLIO SOLUTIONS, LLC | ORION PORTFOLIO SOLUTIONS, LLC | Dec 31, 2021 | Jan 10, 2022 | 10 | Bulk transfer | Ibd to RIA |
| BRINKER CAPITAL INC | ORION PORTFOLIO SOLUTIONS, LLC | Oct 16, 2020 | Oct 16, 2020 | 0 | Bulk transfer | Ibd to ibd |