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Advisor at EVANSBROOK CAPITAL MANAGEMENT
BOLINGBROOK, IL
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 |
|---|---|---|---|---|---|---|
| EVANSBROOK CAPITAL MANAGEMENT | Independent wealth | Oct 2, 2023 | n/a | yes | BOLINGBROOK, IL | Current employment |
| ROMANO WEALTH MANAGEMENT | Independent wealth | Jul 28, 2017 | Oct 3, 2023 | no | EVANSTON, IL|EVANSTON, IL | Previous registration |
| BEACON GLOBAL ASSET MANAGEMENT | Former SEC adviser | Jun 15, 2011 | Feb 15, 2012 | no | MORRISTOWN, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ROMANO WEALTH MANAGEMENT | EVANSBROOK CAPITAL MANAGEMENT | Oct 3, 2023 | Oct 2, 2023 | -1 | Firm change | RIA to RIA |
| BEACON GLOBAL ASSET MANAGEMENT | ROMANO WEALTH MANAGEMENT | Feb 15, 2012 | Jul 28, 2017 | 1,990 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 3215:327916:IL:2023-10-03 | Oct 3, 2023 | Oct 2, 2023 | EVANSTON, IL | Firm change |