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Advisor at INGALLS INVESTMENT MANAGEMENT, LLC
NEW YORK, NY
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 |
|---|---|---|---|---|---|---|
| INGALLS INVESTMENT MANAGEMENT, LLC | Independent wealth | Aug 10, 2026 | n/a | yes | NEW YORK, NY | Current employment |
| INGALLS INVESTMENT MANAGEMENT, LLC | Independent wealth | Aug 12, 2024 | Aug 10, 2026 | no | Oakton, VA|NEW YORK, NY | Previous registration |
| Corient | Independent wealth | Sep 20, 2023 | Jul 12, 2024 | no | FALLS CHURCH, VA|NEW YORK, NY|MIAMI, FL|New York, NY | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 8, 2017 | Jul 17, 2018 | no | FALLS CHURCH, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INGALLS INVESTMENT MANAGEMENT, LLC | INGALLS INVESTMENT MANAGEMENT, LLC | Aug 10, 2026 | Aug 10, 2026 | 0 | Channel change | RIA to RIA |
| Corient | INGALLS INVESTMENT MANAGEMENT, LLC | Jul 12, 2024 | Aug 12, 2024 | 31 | Firm change | RIA to RIA |
| WELLS FARGO ADVISORS | Corient | Jul 17, 2018 | Sep 20, 2023 | 1,891 | Firm change after gap | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 2288:343369:NY:2026-08-10 | Aug 10, 2026 | Aug 10, 2026 | NEW YORK, NY | Channel change |