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Advisor at 1834 INVESTMENT ADVISORS CO.
Chicago, 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 |
|---|---|---|---|---|---|---|
| 1834 INVESTMENT ADVISORS CO. | Mixed wealth | Aug 14, 2026 | n/a | yes | Chicago, IL | Current employment |
| MISSIONSQUARE RETIREMENT | Bd affiliated wealth | Oct 5, 2022 | Aug 14, 2026 | no | Glenview, IL|WASHINGTON, DC | Previous registration |
| NADLER FINANCIAL GROUP, INC. | Independent wealth | Sep 3, 2020 | Oct 3, 2022 | no | DEERFIELD, IL | Previous registration |
| CAPITAL ONE ADVISORS, LLC | Former SEC adviser | Feb 20, 2014 | Apr 9, 2019 | no | MCLEAN, VA | Previous registration |
| CAPITAL ONE FINANCIAL ADVISORS LLC | n/a | Apr 26, 2010 | Feb 5, 2014 | no | MELVILLE, NY | Previous registration |
| CHEVY CHASE FINANCIAL SERVICES | n/a | Jun 20, 2005 | May 7, 2010 | no | BETHESDA, MD|BETHESDA, MD|BETHESDA, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MISSIONSQUARE RETIREMENT | 1834 INVESTMENT ADVISORS CO. | Aug 14, 2026 | Aug 14, 2026 | 0 | Firm change | Ibd to RIA |
| NADLER FINANCIAL GROUP, INC. | MISSIONSQUARE RETIREMENT | Oct 3, 2022 | Oct 5, 2022 | 2 | Firm change | Other |
| CAPITAL ONE ADVISORS, LLC | NADLER FINANCIAL GROUP, INC. | Apr 9, 2019 | Sep 3, 2020 | 513 | Firm change after gap | Other |
| CAPITAL ONE FINANCIAL ADVISORS LLC | CAPITAL ONE ADVISORS, LLC | Feb 5, 2014 | Feb 20, 2014 | 15 | Firm change | Other |
| CHEVY CHASE FINANCIAL SERVICES | CAPITAL ONE FINANCIAL ADVISORS LLC | May 7, 2010 | Apr 26, 2010 | -11 | Bulk transfer | Other |