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Advisor at MUNRO ASSET MANAGEMENT L.L.C.
WALNUT CREEK, 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 |
|---|---|---|---|---|---|---|
| MUNRO ASSET MANAGEMENT L.L.C. | State registered | Dec 12, 2025 | n/a | yes | WALNUT CREEK, CA | Current employment |
| ALTERITY FINANCIAL GROUP, LLC | Former SEC adviser | Nov 6, 2023 | Mar 28, 2024 | no | Bangor, ME|BANGOR, ME | Previous registration |
| Namcoa | Mixed wealth | May 6, 2016 | Dec 6, 2019 | no | Harpswell, ME|MOORESVILLE, NC | Previous registration |
| ZEGA FINANCIAL, LLC | Former SEC adviser | Jan 6, 2014 | Jan 29, 2014 | no | THE SEA RANCH, CA|PALM BEACH GARDENS, FL | Previous registration |
| INFINITY CAPITAL MANAGEMENT LLC | n/a | Jul 23, 2012 | Aug 27, 2012 | no | BOSTON, MA | Previous registration |
| MUNRO ASSET MANAGEMENT L.L.C. | State registered | Jan 4, 2007 | Oct 5, 2007 | no | BOSTON, MA|NEW LONDON, CT | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 7, 2005 | Sep 21, 2005 | no | FARMINGTON, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALTERITY FINANCIAL GROUP, LLC | MUNRO ASSET MANAGEMENT L.L.C. | Mar 28, 2024 | Dec 12, 2025 | 624 | Firm change after gap | RIA to state RIA |
| Namcoa | ALTERITY FINANCIAL GROUP, LLC | Dec 6, 2019 | Nov 6, 2023 | 1,431 | Firm change after gap | RIA to RIA |
| ZEGA FINANCIAL, LLC | Namcoa | Jan 29, 2014 | May 6, 2016 | 828 | Firm change after gap | Other |
| INFINITY CAPITAL MANAGEMENT LLC | ZEGA FINANCIAL, LLC | Aug 27, 2012 | Jan 6, 2014 | 497 | Firm change after gap | Other |
| MUNRO ASSET MANAGEMENT L.L.C. | INFINITY CAPITAL MANAGEMENT LLC | Oct 5, 2007 | Jul 23, 2012 | 1,753 | Firm change after gap | Other |
| LPL FINANCIAL LLC | MUNRO ASSET MANAGEMENT L.L.C. | Sep 21, 2005 | Jan 4, 2007 | 470 | Firm change after gap | Other |