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Advisor at RANGE ADVISORY, LLC
MCLEAN, VA
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 |
|---|---|---|---|---|---|---|
| RANGE ADVISORY, LLC | Independent wealth | Mar 16, 2026 | n/a | yes | MCLEAN, VA | Current employment |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | National bd RIA | Dec 6, 2022 | Mar 6, 2026 | no | WASHINGTON, DC | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Nov 23, 2021 | Dec 7, 2022 | no | Chicago, IL|NEW YORK, NY|Washington, DC|Washington DC, DC|San Antonio, TX | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Feb 24, 2020 | Oct 22, 2021 | no | BETHESDA, MD | Previous registration |
| MORGAN STANLEY | Wirehouse | Mar 1, 2019 | Oct 24, 2019 | no | Bethesda, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | RANGE ADVISORY, LLC | Mar 6, 2026 | Mar 16, 2026 | 10 | Firm change | Ibd to RIA |
| CITIGROUP GLOBAL MARKETS INC. | STIFEL, NICOLAUS & COMPANY, INCORPORATED | Dec 7, 2022 | Dec 6, 2022 | -1 | Firm change | Ibd to ibd |
| COMMONWEALTH FINANCIAL NETWORK | CITIGROUP GLOBAL MARKETS INC. | Oct 22, 2021 | Nov 23, 2021 | 32 | Firm change | Ibd to ibd |
| MORGAN STANLEY | COMMONWEALTH FINANCIAL NETWORK | Oct 24, 2019 | Feb 24, 2020 | 123 | Firm change | Wirehouse to ibd |