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Advisor at EQUITY INVESTMENT CORP
Villanova, PA | 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 |
|---|---|---|---|---|---|---|
| EQUITY INVESTMENT CORP | Independent wealth | Oct 3, 2016 | n/a | yes | Villanova, PA|ATLANTA, GA | Current employment |
| JFB HOLDINGS CORP | Former SEC adviser | Jul 3, 2012 | Oct 30, 2017 | no | ATLANTA, GA | Previous registration |
| COMPASS EFFICIENT MODEL PORTFOLIOS, LLC | Former SEC adviser | Jul 17, 2008 | Dec 1, 2009 | no | WYNNEWOOD, PA | Previous registration |
| PGIM INVESTMENTS LLC | Asset manager | Nov 14, 2002 | Dec 3, 2004 | no | FREDERICKSBURG, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JFB HOLDINGS CORP | EQUITY INVESTMENT CORP | Oct 30, 2017 | Oct 3, 2016 | -392 | Firm change after gap | Other |
| COMPASS EFFICIENT MODEL PORTFOLIOS, LLC | JFB HOLDINGS CORP | Dec 1, 2009 | Jul 3, 2012 | 945 | Firm change after gap | Other |
| PGIM INVESTMENTS LLC | COMPASS EFFICIENT MODEL PORTFOLIOS, LLC | Dec 3, 2004 | Jul 17, 2008 | 1,322 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 108510:283930:GA:2017-10-30 | Oct 30, 2017 | Oct 3, 2016 | ATLANTA, GA | Firm change after gap |