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Advisor at CRESTWOOD ADVISORS
Cornelius, NC | BOSTON, 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 |
|---|---|---|---|---|---|---|
| CRESTWOOD ADVISORS | Independent wealth | Feb 28, 2017 | n/a | yes | BOSTON, MA|Cornelius, NC | Current employment |
| TWIN FOCUS CAPITAL PARTNERS, LLC | Independent wealth | Oct 7, 2013 | Sep 21, 2015 | no | BOSTON, MA | Previous registration |
| WINDHAVEN INVESTMENT MANAGEMENT, INC. | Former SEC adviser | Nov 13, 2012 | Sep 17, 2013 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TWIN FOCUS CAPITAL PARTNERS, LLC | CRESTWOOD ADVISORS | Sep 21, 2015 | Feb 28, 2017 | 526 | Firm change after gap | Other |
| WINDHAVEN INVESTMENT MANAGEMENT, INC. | TWIN FOCUS CAPITAL PARTNERS, LLC | Sep 17, 2013 | Oct 7, 2013 | 20 | Firm change | Other |