DFX Intelligence
Reading the graph
Reading the graph
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Advisor at T•••••••• A••••••• G••••• I•••
SAN DIEGO, CA | GREENSBURG, PA
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 |
|---|---|---|---|---|---|---|
| T•••••••• A••••••• G••••• I••• | Bd affiliated wealth | Apr 1, 2025 | n/a | yes | GREENSBURG, PA|SAN DIEGO, CA | Current employment |
| I••••••••• F•••••••• G••••• L•• | Bd affiliated wealth | Dec 23, 2008 | Mar 31, 2025 | no | SAN DIEGO, CA|SAN DIEGO, CA|SAN DIEGO, CA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| I••••••••• F•••••••• G••••• L•• | T•••••••• A••••••• G••••• I••• | Mar 31, 2025 | Apr 1, 2025 | 1 | Firm change | Ibd to ibd |
| E•••••••• A••••••• I•• | I••••••••• F•••••••• G••••• L•• | Dec 12, 2008 | Dec 23, 2008 |
| E•••••••• A••••••• I•• | n/a | Mar 3, 2008 | Dec 12, 2008 | no | ROSEVILLE, CA | Previous registration |
| C••••••• • C••• I••• | Former SEC adviser | Oct 14, 2003 | Mar 11, 2008 | no | SAN DIEGO, CA|Malden, MA | Previous registration |
| W•••• F•••• I••••••••• L•• | n/a | Aug 13, 2001 | Sep 12, 2003 | no | SAN DIEGO, CA | Previous registration |
| 11 |
| Firm change |
| Other |
| C••••••• • C••• I••• | E•••••••• A••••••• I•• | Mar 11, 2008 | Mar 3, 2008 | -8 | Firm change | Other |
| W•••• F•••• I••••••••• L•• | C••••••• • C••• I••• | Sep 12, 2003 | Oct 14, 2003 | 32 | Firm change | Other |