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Advisor at RESOLUTE PARTNERS GROUP
SAN FRANCISCO, 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 |
|---|---|---|---|---|---|---|
| RESOLUTE PARTNERS GROUP | Independent wealth | May 22, 2019 | n/a | yes | SAN FRANCISCO, CA|SAN FRANCISCO, CA | Current employment |
| BBR PARTNERS, LLC | Independent wealth | Jan 31, 2018 | Apr 17, 2019 | no | SAN FRANCISCO, CA|NEW YORK, NY | Previous registration |
| CREDIT SUISSE SECURITIES (USA) LLC | Former SEC adviser | May 26, 2011 | Jul 29, 2011 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BBR PARTNERS, LLC | RESOLUTE PARTNERS GROUP | Apr 17, 2019 | May 22, 2019 | 35 | Firm change | RIA to new firm |
| CREDIT SUISSE SECURITIES (USA) LLC | BBR PARTNERS, LLC | Jul 29, 2011 | Jan 31, 2018 | 2,378 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109688:300326:NY:2019-04-17 | Apr 17, 2019 | May 22, 2019 | NEW YORK, NY | Firm change |