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Advisor at NVEST WISE, LLC
DOUGLASVILLE, GA
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 |
|---|---|---|---|---|---|---|
| NVEST WISE, LLC | State registered | Oct 29, 2007 | n/a | yes | DOUGLASVILLE, GA | Current employment |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Oct 1, 2004 | Sep 18, 2006 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | NVEST WISE, LLC | Sep 18, 2006 | Oct 29, 2007 | 406 | Firm change after gap | Other |