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Advisor at EAGLE ROCK INVESTMENT COMPANY, LLC
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 |
|---|---|---|---|---|---|---|
| EAGLE ROCK INVESTMENT COMPANY, LLC | Independent wealth | Aug 30, 2021 | n/a | yes | ATLANTA, GA | Current employment |
| CORNERSTONE INVESTMENT PARTNERS, LLC | Other adviser | Aug 14, 2012 | Feb 3, 2022 | no | ATLANTA, GA | Previous registration |
| WORTHSCAPE, LLC | Former SEC adviser | May 10, 2010 | Sep 4, 2012 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| APOGEE WEALTH MANAGEMENT, LLC | n/a | Sep 12, 2008 | Apr 22, 2010 | no | ATLANTA, GA | Previous registration |
| HIRTLE & CO., LLC | Other adviser | Aug 2, 2004 | May 1, 2008 | no | WEST CONSHOHOCKEN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CORNERSTONE INVESTMENT PARTNERS, LLC | EAGLE ROCK INVESTMENT COMPANY, LLC | Feb 3, 2022 | Aug 30, 2021 | -157 | Channel change | RIA to new firm |
| WORTHSCAPE, LLC | CORNERSTONE INVESTMENT PARTNERS, LLC | Sep 4, 2012 | Aug 14, 2012 | -21 | Firm change | Other |
| APOGEE WEALTH MANAGEMENT, LLC | WORTHSCAPE, LLC | Apr 22, 2010 | May 10, 2010 | 18 | Firm change | Other |
| HIRTLE & CO., LLC | APOGEE WEALTH MANAGEMENT, LLC | May 1, 2008 | Sep 12, 2008 | 134 | Firm change | Other |