DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MUNRO LEGACY PLANNERS LLC
WOODSTOCK, GA
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 |
|---|---|---|---|---|---|---|
| MUNRO LEGACY PLANNERS LLC | State registered | Nov 24, 2010 | n/a | yes | WOODSTOCK, GA | Current employment |
| QUESTAR ASSET MANAGEMENT, INC. | Former SEC adviser | Sep 2, 2009 | Jul 2, 2010 | no | MINNEAPOLIS, MN | Previous registration |
| ENVISION INVESTMENT ADVISORS, LLC | n/a | May 15, 2009 | Jul 22, 2009 | no | MARIETTA, GA|OMAHA, NE | Previous registration |
| ENVISION INVESTMENT ADVISORS, LLC | n/a | Sep 24, 2007 | Dec 31, 2008 | no | MARIETTA, GA|OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| QUESTAR ASSET MANAGEMENT, INC. | MUNRO LEGACY PLANNERS LLC | Jul 2, 2010 | Nov 24, 2010 | 145 | Firm change | Other |
| ENVISION INVESTMENT ADVISORS, LLC | QUESTAR ASSET MANAGEMENT, INC. | Jul 22, 2009 | Sep 2, 2009 | 42 | Firm change | Other |