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Advisor at BRIDGEPORT ASSET MANAGEMENT, LLC.
MADISON, WI
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 |
|---|---|---|---|---|---|---|
| BRIDGEPORT ASSET MANAGEMENT, LLC. | State registered | Nov 6, 2017 | n/a | yes | MADISON, WI | Current employment |
| CL WEALTH MANAGEMENT LLC | Independent wealth | Oct 3, 2011 | Nov 29, 2017 | no | SCHAUMBURG, IL | Previous registration |
| WORKMAN SECURITIES CORPORATION | n/a | Oct 31, 2005 | Sep 30, 2011 | no | MADISON, WI|MADISON, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CL WEALTH MANAGEMENT LLC | BRIDGEPORT ASSET MANAGEMENT, LLC. | Nov 29, 2017 | Nov 6, 2017 | -23 | Firm change | Other |
| WORKMAN SECURITIES CORPORATION | CL WEALTH MANAGEMENT LLC | Sep 30, 2011 | Oct 3, 2011 | 3 | Firm change | Other |