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Advisor at ASTORIA PORTFOLIO ADVISORS LLC
NEW YORK, NY | Lexington, 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 |
|---|---|---|---|---|---|---|
| ASTORIA PORTFOLIO ADVISORS LLC | Other adviser | Oct 17, 2024 | n/a | yes | Lexington, MA|NEW YORK, NY | Current employment |
| TRUST ADVISORY GROUP LTD | Independent wealth | Feb 25, 2010 | Oct 3, 2024 | no | LEXINGTON, MA|Lexington, MA|BIRMINGHAM, AL | Previous registration |
| COMPASS CAPITAL CORPORATION | Independent wealth | Oct 8, 2009 | Jan 27, 2010 | no | BRAINTREE, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUST ADVISORY GROUP LTD | ASTORIA PORTFOLIO ADVISORS LLC | Oct 3, 2024 | Oct 17, 2024 | 14 | Firm change | RIA to RIA |
| COMPASS CAPITAL CORPORATION | TRUST ADVISORY GROUP LTD | Jan 27, 2010 | Feb 25, 2010 | 29 | Firm change | Other |