DFX Intelligence
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Reading the graph
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Advisor at G••••• R••••••••• P••••••• L••
Lexington, MA | SAN RAFAEL, CA
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 |
|---|---|---|---|---|---|---|
| G••••• R••••••••• P••••••• L•• | Institutional manager | Aug 15, 2016 | n/a | yes | Lexington, MA|SAN RAFAEL, CA | Current employment |
| A•••• P•••••• G••••• I••• | Former SEC adviser | May 16, 2016 | Mar 14, 2019 | no | BOSTON, MA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| A•••• P•••••• G••••• I••• | G••••• R••••••••• P••••••• L•• | Mar 14, 2019 | Aug 15, 2016 | -941 | Firm change after gap | Other |
| E•••• S••••••••• L•• | A•••• P•••••• G••••• I••• | Aug 4, 2016 | May 16, 2016 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110826:171290:MA:2016-07-12 | Aug 4, 2016 | May 16, 2016 | BRIDGEWATER, MA | Firm change after gap |
| E•••• S••••••••• L•• | Bd affiliated wealth | May 16, 2016 | Aug 4, 2016 | no | BRIDGEWATER, MA | Previous registration |
| -80 |
| Firm change after gap |
| Other |