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Advisor at QUARTZ PARTNERS INVESTMENT MANAGEMENT
SARATOGA SPRINGS, NY | CLEARWATER, FL
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 |
|---|---|---|---|---|---|---|
| QUARTZ PARTNERS INVESTMENT MANAGEMENT | Independent wealth | Jan 27, 2015 | n/a | yes | SARATOGA SPRINGS, NY|CLEARWATER, FL | Current employment |
| ETICO WEALTH MANAGEMENT LLC | Former SEC adviser | Aug 31, 2022 | Oct 11, 2023 | no | SARATOGA SPRINGS, NY|Clearwater, FL | Previous registration |
| PAGEONE FINANCIAL, INC. | Former SEC adviser | Dec 5, 2013 | Dec 23, 2014 | no | GLENS FALLS, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ETICO WEALTH MANAGEMENT LLC | n/a | Oct 11, 2023 | n/a | n/a | Departure no registered destination | Departure |
| PAGEONE FINANCIAL, INC. | QUARTZ PARTNERS INVESTMENT MANAGEMENT | Dec 23, 2014 | Jan 27, 2015 | 35 | Firm change | Other |