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Reading the graph
Advisor at LANSING STREET ADVISORS
AMBLER, PA
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 |
|---|---|---|---|---|---|---|
| LANSING STREET ADVISORS | Independent wealth | Aug 20, 2020 | n/a | yes | AMBLER, PA | Current employment |
| VEERY CAPITAL, LLC | Mixed wealth | Oct 5, 2018 | Aug 13, 2020 | no | WEST CHESTER, PA | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Sep 29, 2015 | Oct 22, 2018 | no | Wilmington, DE | Previous registration |
| SEI INVESTMENTS MANAGEMENT CORP | Mixed wealth | Feb 6, 2014 | Oct 2, 2015 | no | OAKS, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VEERY CAPITAL, LLC | LANSING STREET ADVISORS | Aug 13, 2020 | Aug 20, 2020 | 7 | Firm change | RIA to RIA |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | VEERY CAPITAL, LLC | Oct 22, 2018 | Oct 5, 2018 | -17 | Firm change | Ibd to new firm |
| SEI INVESTMENTS MANAGEMENT CORP | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Oct 2, 2015 | Sep 29, 2015 | -3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:298465:DE:2018-10-10 | Oct 22, 2018 | Oct 5, 2018 | WILMINGTON, DE | Firm change |