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Reading the graph
Advisor at TITAN
NEW YORK, NY
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 |
|---|---|---|---|---|---|---|
| Titan | Independent wealth | Feb 3, 2026 | n/a | yes | NEW YORK, NY | Current employment |
| RANGE ADVISORY, LLC | Independent wealth | Feb 9, 2025 | Jan 23, 2026 | no | New York, NY|Babylon, NY|MCLEAN, VA | Previous registration |
| Captrust | Institutional manager | Jul 6, 2021 | Jan 22, 2025 | no | Lake Success, NY | Previous registration |
| FOCUS PARTNERS WEALTH, LLC | Independent wealth | Jun 18, 2019 | Oct 12, 2021 | no | Babylon, NY | Previous registration |
| FOCUS PARTNERS WEALTH, LLC | Independent wealth | Apr 4, 2017 | Jul 6, 2017 | no | Armonk, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RANGE ADVISORY, LLC | Titan | Jan 23, 2026 | Feb 3, 2026 | 11 | Firm change | RIA to RIA |
| Captrust | RANGE ADVISORY, LLC | Jan 22, 2025 | Feb 9, 2025 | 18 | Firm change | Other |
| FOCUS PARTNERS WEALTH, LLC | Captrust | Oct 12, 2021 | Jul 6, 2021 | -98 | Firm change after gap | Other |