DFX Intelligence
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Reading the graph
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Advisor at G••••• R••••••••• P••••••• L••
Hunt Valley, MD | SAN RAFAEL, CA
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 |
|---|---|---|---|---|---|---|
| G••••• R••••••••• P••••••• L•• | Institutional manager | Aug 31, 2023 | n/a | yes | SAN RAFAEL, CA|Hunt Valley, MD | Current employment |
| M•• I•••••••• S•••••••• L•• | Bd affiliated wealth | Nov 1, 2011 | Sep 6, 2023 | no | ANNAPOLIS, MD|ELKRIDGE, MD|HUNT VALLEY, MD |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| M•• I•••••••• S•••••••• L•• | G••••• R••••••••• P••••••• L•• | Sep 6, 2023 | Aug 31, 2023 | -6 | Firm change | Other |
| N••••••••• M••••• I••••••••• S••••••••• | M•• I•••••••• S•••••••• L•• | Oct 12, 2011 | Nov 1, 2011 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 10409:172011:MD:2023-09-01 | Sep 6, 2023 | Aug 31, 2023 | HUNT VALLEY, MD | Firm change |
| N••••••••• M••••• I••••••••• S••••••••• | No RAUM reported | Jan 30, 2009 | Oct 12, 2011 | no | ANNAPOLIS, MD|ANNAPOLIS, MD | Previous registration |
| 20 |
| Firm change |
| Other |