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Advisor at BTG PACTUAL ASSET MANAGEMENT US , LLC
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 |
|---|---|---|---|---|---|---|
| BTG PACTUAL ASSET MANAGEMENT US , LLC | Asset manager | Mar 23, 2026 | n/a | yes | NEW YORK, NY | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Mar 26, 2024 | May 11, 2024 | no | New York, NY|NEW YORK, NY | Previous registration |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Jun 27, 2022 | Jun 15, 2023 | no | Long Island City, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | BTG PACTUAL ASSET MANAGEMENT US , LLC | May 11, 2024 | Mar 23, 2026 | 681 | Firm change after gap | Other |
| AVANTAX ADVISORY SERVICES | J.P. MORGAN SECURITIES LLC | Jun 15, 2023 | Mar 26, 2024 | 285 | Firm change | Ibd to wirehouse |