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Reading the graph
Advisor at GENTRUST
MIAMI, FL
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 |
|---|---|---|---|---|---|---|
| Gentrust | Independent wealth | Sep 1, 2023 | n/a | yes | MIAMI, FL | Current employment |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Oct 14, 2019 | Mar 7, 2023 | no | CHARLOTTE, NC | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Mar 22, 2012 | Sep 23, 2013 | no | SCOTTSDALE, AZ|PARADISE VALLEY, AZ|SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | Gentrust | Mar 7, 2023 | Sep 1, 2023 | 178 | Firm change | Ibd to RIA |
| EQUITABLE ADVISORS, LLC | VANGUARD ADVISERS, INC. | Sep 23, 2013 | Oct 14, 2019 | 2,212 | Firm change after gap | Ibd to ibd |