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Advisor at AVIANCE CAPITAL PARTNERS LLC
NAPLES, 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 |
|---|---|---|---|---|---|---|
| AVIANCE CAPITAL PARTNERS LLC | Independent wealth | Mar 28, 2024 | n/a | yes | NAPLES, FL | Current employment |
| Corient | Independent wealth | Jun 23, 2023 | Mar 4, 2024 | no | MIAMI, FL|NAPLES, FL | Previous registration |
| SEGALL BRYANT & HAMILL | Other adviser | Jul 27, 2021 | Dec 14, 2023 | no | Naples, FL | Previous registration |
| ROTHSCHILD INVESTMENT | Independent wealth | Sep 12, 2006 | Jul 8, 2021 | no | CHICAGO, IL|CHICAGO, IL | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Nov 7, 2005 | Jul 7, 2006 | no | CHICAGO, IL|CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Corient | AVIANCE CAPITAL PARTNERS LLC | Mar 4, 2024 | Mar 28, 2024 | 24 | Firm change | RIA to RIA |
| SEGALL BRYANT & HAMILL | Corient | Dec 14, 2023 | Jun 23, 2023 | -174 | Firm change after gap | Other |
| ROTHSCHILD INVESTMENT | SEGALL BRYANT & HAMILL | Jul 8, 2021 | Jul 27, 2021 | 19 | Firm change | RIA to RIA |
| MORGAN STANLEY DW INC. | ROTHSCHILD INVESTMENT | Jul 7, 2006 | Sep 12, 2006 | 67 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106505:319448:FL:2023-12-14 | Dec 14, 2023 | Jun 23, 2023 | NAPLES, FL | Firm change after gap |