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Advisor at CORIENT
Denver, CO
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 |
|---|---|---|---|---|---|---|
| Corient | Independent wealth | Mar 31, 2023 | n/a | yes | Denver, CO | Current employment |
| SEGALL BRYANT & HAMILL | Other adviser | Jun 18, 2018 | Dec 14, 2023 | no | Denver, CO | Previous registration |
| DENVER INVESTMENTS | Former SEC adviser | Sep 8, 2017 | Aug 15, 2018 | no | DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SEGALL BRYANT & HAMILL | Corient | Dec 14, 2023 | Mar 31, 2023 | -258 | Firm change after gap | Other |
| DENVER INVESTMENTS | SEGALL BRYANT & HAMILL | Aug 15, 2018 | Jun 18, 2018 | -58 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106505:319448:CO:2023-12-14 | Dec 14, 2023 | Mar 31, 2023 | DENVER, CO | Firm change after gap |
| 107293:106505:CO:2018-08-15 | Aug 15, 2018 | Jun 18, 2018 | DENVER, CO | Firm change after gap |