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Advisor at MASON CAPITAL PARTNERS
BOSTON, MA
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 |
|---|---|---|---|---|---|---|
| MASON CAPITAL PARTNERS | Independent wealth | Oct 10, 2018 | n/a | yes | BOSTON, MA | Current employment |
| SAGEPOINT FINANCIAL, INC. | Former SEC adviser | Nov 6, 2012 | Jan 4, 2018 | no | HOLLISTON, MA|HOLLISTON, MA | Previous registration |
| MORGAN STANLEY | Wirehouse | Oct 15, 2010 | Sep 27, 2012 | no | Boston, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SAGEPOINT FINANCIAL, INC. | MASON CAPITAL PARTNERS | Jan 4, 2018 | Oct 10, 2018 | 279 | Firm change | Ibd to RIA |
| MORGAN STANLEY | SAGEPOINT FINANCIAL, INC. | Sep 27, 2012 | Nov 6, 2012 | 40 | Firm change | Other |