DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at VIDENT ASSET MANAGEMENT
ALPHARETTA, 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 |
|---|---|---|---|---|---|---|
| VIDENT ASSET MANAGEMENT | Other adviser | Jul 26, 2023 | n/a | yes | ALPHARETTA, GA | Current employment |
| VIDENT INVESTMENT ADVISORY, LLC | Former SEC adviser | Jun 14, 2023 | Jul 24, 2023 | no | ALPHARETTA, GA | Previous registration |
| WEALTHSPIRE ADVISORS | Former SEC adviser | Jun 22, 2021 | Sep 10, 2021 | no | MIDLOTHIAN, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VIDENT INVESTMENT ADVISORY, LLC | VIDENT ASSET MANAGEMENT | Jul 24, 2023 | Jul 26, 2023 | 2 | Firm change | Other |
| WEALTHSPIRE ADVISORS | VIDENT INVESTMENT ADVISORY, LLC | Sep 10, 2021 | Jun 14, 2023 | 642 | Firm change after gap | Other |