DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at NATIXIS ADVISORS, LLC
BOSTON, MA | Charlestown, MA
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 |
|---|---|---|---|---|---|---|
| NATIXIS ADVISORS, LLC | Bd affiliated wealth | Jul 26, 2023 | n/a | yes | Charlestown, MA|BOSTON, MA | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Mar 3, 2022 | Jul 12, 2023 | no | BOSTON, MA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 20, 2016 | Jan 12, 2022 | no | BOSTON, MA|BOSTON, MA | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Apr 11, 2013 | Nov 29, 2016 | no | GLASTONBURY, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | NATIXIS ADVISORS, LLC | Jul 12, 2023 | Jul 26, 2023 | 14 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | TRUIST ADVISORY SERVICES, INC. | Jan 12, 2022 | Mar 3, 2022 | 50 | Firm change | Wirehouse to ibd |
| MSI FINANCIAL SERVICES, INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Nov 29, 2016 | Dec 20, 2016 | 21 | Firm change | Other |