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Advisor at CORIENT
ATLANTA, 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 |
|---|---|---|---|---|---|---|
| Corient | Independent wealth | Dec 22, 2022 | n/a | yes | ATLANTA, GA | Current employment |
| CI BRIGHTWORTH PRIVATE WEALTH | Former SEC adviser | Jun 24, 2016 | Mar 31, 2023 | no | ATLANTA, GA | Previous registration |
| BT WEALTH MANAGEMENT, LLC | Former SEC adviser | May 28, 2013 | Feb 2, 2016 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CI BRIGHTWORTH PRIVATE WEALTH | Corient | Mar 31, 2023 | Dec 22, 2022 | -99 | Bulk transfer | RIA to RIA |
| BT WEALTH MANAGEMENT, LLC | CI BRIGHTWORTH PRIVATE WEALTH | Feb 2, 2016 | Jun 24, 2016 | 143 | Firm change | Other |