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Advisor at SYMMETRY PARTNERS
GLASTONBURY, CT
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 |
|---|---|---|---|---|---|---|
| SYMMETRY PARTNERS | Independent wealth | Nov 27, 2012 | n/a | yes | GLASTONBURY, CT | Current employment |
| 3D ASSET MANAGEMENT, INC. | Former SEC adviser | Nov 9, 2012 | Nov 21, 2012 | no | HARTFORD, CT | Previous registration |
| SYMMETRY PARTNERS | Independent wealth | Jan 7, 2008 | Oct 24, 2012 | no | GLASTONBURY, CT | Previous registration |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | Asset manager | Aug 29, 2003 | Jul 30, 2007 | no | PARSIPPANY, NJ|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| 3D ASSET MANAGEMENT, INC. | SYMMETRY PARTNERS | Nov 21, 2012 | Nov 27, 2012 | 6 | Firm change | Other |
| SYMMETRY PARTNERS | 3D ASSET MANAGEMENT, INC. | Oct 24, 2012 | Nov 9, 2012 | 16 | Firm change | Other |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | SYMMETRY PARTNERS | Jul 30, 2007 | Jan 7, 2008 | 161 | Firm change | Other |