DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at TIEDEMANN ADVISORS, LLC
NEW YORK, NY | MINNEAPOLIS, MN
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 |
|---|---|---|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | Independent wealth | Jul 16, 2024 | n/a | yes | MINNEAPOLIS, MN|NEW YORK, NY | Current employment |
| ENVOI LLC | Former SEC adviser | Jan 28, 2014 | Jul 2, 2024 | no | MINNEAPOLIS, MN | Previous registration |
| Crosswater | n/a | Mar 2, 2004 | Jun 14, 2006 | no | WAYZATA, MN | Previous registration |
| PIPER SANDLER & CO. | Institutional manager | Nov 13, 2002 | Jan 21, 2004 | no | MINNEAPOLIS, MN | Previous registration |
| THE FAMILY OFFICE OF U.S. BANCORP PIPER JAFFRAY LLC. | n/a | Oct 1, 2002 | Dec 9, 2002 | no | MINNEAPOLIS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ENVOI LLC | TIEDEMANN ADVISORS, LLC | Jul 2, 2024 | Jul 16, 2024 | 14 | Firm change | RIA to RIA |
| Crosswater | ENVOI LLC | Jun 14, 2006 | Jan 28, 2014 | 2,785 | Firm change after gap | Other |
| PIPER SANDLER & CO. | Crosswater | Jan 21, 2004 | Mar 2, 2004 | 41 | Firm change | Other |
| THE FAMILY OFFICE OF U.S. BANCORP PIPER JAFFRAY LLC. | PIPER SANDLER & CO. | Dec 9, 2002 | Nov 13, 2002 | -26 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149436:147189:MN:2024-07-02 | Jul 2, 2024 | Jul 16, 2024 | MINNEAPOLIS, MN | Firm change |