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Advisor at NATIXIS ADVISORS, LLC
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 |
|---|---|---|---|---|---|---|
| NATIXIS ADVISORS, LLC | Bd affiliated wealth | Apr 25, 2023 | n/a | yes | BOSTON, MA | Current employment |
| Pathstone | Independent wealth | Jun 3, 2021 | Jan 3, 2023 | no | ENGLEWOOD, NJ|BOSTON, MA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 6, 2019 | Dec 20, 2020 | no | STAMFORD, CT|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Pathstone | NATIXIS ADVISORS, LLC | Jan 3, 2023 | Apr 25, 2023 | 112 | Firm change | RIA to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Pathstone | Dec 20, 2020 | Jun 3, 2021 | 165 | Firm change | Wirehouse to RIA |