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Advisor at AMERICAN INVESTMENT SERVICES INC
GREAT BARRINGTON, 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 |
|---|---|---|---|---|---|---|
| AMERICAN INVESTMENT SERVICES INC | Independent wealth | Nov 14, 2007 | n/a | yes | GREAT BARRINGTON, MA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 11, 2005 | Feb 27, 2007 | no | PITTSFIELD, MA|PITTSFIELD, MA | Previous registration |
| DION MONEY MANAGEMENT INC | n/a | Jun 1, 2004 | Jun 22, 2005 | no | WILLIAMSTOWN, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | AMERICAN INVESTMENT SERVICES INC | Feb 27, 2007 | Nov 14, 2007 | 260 | Firm change | Other |
| DION MONEY MANAGEMENT INC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jun 22, 2005 | Aug 11, 2005 | 50 | Firm change | Other |