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Advisor at PHASE LINE CAPITAL, LLC
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 |
|---|---|---|---|---|---|---|
| PHASE LINE CAPITAL, LLC | Former SEC adviser | Jul 12, 2021 | n/a | yes | ATLANTA, GA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 30, 2017 | Aug 13, 2021 | no | Atlanta, GA|SAN DIEGO, CA|ATLANTA, GA | Previous registration |
| EDWARD JONES | National bd RIA | Aug 12, 2014 | Aug 22, 2017 | no | ST LOUIS, MO|ATLANTA, GA|ATLANTA, GA|ATLANTA, GA|ROSWELL, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | PHASE LINE CAPITAL, LLC | Aug 13, 2021 | Jul 12, 2021 | -32 | Firm change after gap | Ibd to new firm |
| EDWARD JONES | LPL FINANCIAL LLC | Aug 22, 2017 | Aug 30, 2017 | 8 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:315116:GA:2021-08-13 | Aug 13, 2021 | Jul 12, 2021 | ATLANTA, GA | Firm change after gap |
| 250:6413:GA:2017-08-22 | Aug 22, 2017 | Aug 30, 2017 | ROSWELL, GA | Firm change |