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Advisor at TRILOGY ADVISORS
PLYMOUTH, 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 |
|---|---|---|---|---|---|---|
| TRILOGY ADVISORS | State registered | Jun 28, 2022 | n/a | yes | PLYMOUTH, MA | Current employment |
| DIXON ASSOCIATES, INC. | n/a | Aug 3, 2020 | Jan 19, 2022 | no | DUXBURY, MA | Previous registration |
| COASTAL ADVISORS, LLC | n/a | Jul 23, 2004 | Dec 31, 2006 | no | DUXBURY, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DIXON ASSOCIATES, INC. | TRILOGY ADVISORS | Jan 19, 2022 | Jun 28, 2022 | 160 | Firm change | Other |
| COASTAL ADVISORS, LLC | DIXON ASSOCIATES, INC. | Dec 31, 2006 | Aug 3, 2020 | 4,964 | Firm change after gap | Other |