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Advisor at SIMON QUICK ADVISORS, 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 |
|---|---|---|---|---|---|---|
| SIMON QUICK ADVISORS, LLC | Independent wealth | May 2, 2022 | n/a | yes | New York, NY | Current employment |
| SVB WEALTH | Independent wealth | May 9, 2021 | Apr 28, 2022 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SVB WEALTH | SIMON QUICK ADVISORS, LLC | Apr 28, 2022 | May 2, 2022 | 4 | Firm change | RIA to RIA |