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Advisor at FIDUCIENT ADVISORS LLC
WINDSOR, CT | CHICAGO, IL
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 |
|---|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | Mixed wealth | Sep 8, 2020 | n/a | yes | CHICAGO, IL|WINDSOR, CT | Current employment |
| FIDUCIARY INVESTMENT ADVISORS, LLC | Former SEC adviser | Jun 12, 2018 | Dec 31, 2020 | no | WINDSOR, CT | Previous registration |
| LION STREET ADVISORS, LLC | Former SEC adviser | Feb 6, 2017 | May 31, 2018 | no | NEWTON, MA | Previous registration |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Oct 14, 2016 | Feb 2, 2017 | no | Austin, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDUCIARY INVESTMENT ADVISORS, LLC | FIDUCIENT ADVISORS LLC | Dec 31, 2020 | Sep 8, 2020 | -114 | Bulk transfer | Other |
| LION STREET ADVISORS, LLC | FIDUCIARY INVESTMENT ADVISORS, LLC | May 31, 2018 | Jun 12, 2018 | 12 | Firm change | Other |
| KESTRA ADVISORY SERVICES, LLC | LION STREET ADVISORS, LLC | Feb 2, 2017 | Feb 6, 2017 | 4 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283330:167610:TX:2017-02-02 | Feb 2, 2017 | Feb 6, 2017 | AUSTIN, TX | Firm change |