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Advisor at DIVERSIFIED FINANCIAL MANAGEMENT
Wellesley Hills, MA | NORWELL, 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 |
|---|---|---|---|---|---|---|
| DIVERSIFIED FINANCIAL MANAGEMENT | Independent wealth | Mar 25, 2025 | n/a | yes | NORWELL, MA|Wellesley Hills, MA | Current employment |
| COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | Asset manager | Apr 12, 2017 | Feb 28, 2025 | no | BOSTON, MA | Previous registration |
| EATON VANCE MANAGEMENT | Asset manager | Oct 18, 2016 | Mar 9, 2017 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | DIVERSIFIED FINANCIAL MANAGEMENT | Feb 28, 2025 | Mar 25, 2025 | 25 | Firm change | Other |
| EATON VANCE MANAGEMENT | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | Mar 9, 2017 | Apr 12, 2017 | 34 | Firm change | Other |