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Advisor at CONSCIENTIA FAMILY OFFICE, LLC
MIAMI, FL
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 |
|---|---|---|---|---|---|---|
| CONSCIENTIA FAMILY OFFICE, LLC | State registered | Apr 22, 2025 | n/a | yes | MIAMI, FL | Current employment |
| GREYTOWN ADVISORS | Former SEC adviser | Nov 23, 2020 | May 23, 2022 | no | MIAMI, FL | Previous registration |
| BIGSUR PARTNERS, LLC | Independent wealth | Aug 25, 2017 | Jun 28, 2019 | no | MIAMI, FL | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | May 29, 2007 | Jul 22, 2016 | no | Miami, FL|NEW YORK, NY|MIAMI, FL|NEW YORK, NY | Previous registration |
| CITICORP INVESTMENT SERVICES | n/a | Oct 20, 2006 | May 29, 2007 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GREYTOWN ADVISORS | CONSCIENTIA FAMILY OFFICE, LLC | May 23, 2022 | Apr 22, 2025 | 1,065 | Firm change after gap | RIA to state RIA |
| BIGSUR PARTNERS, LLC | GREYTOWN ADVISORS | Jun 28, 2019 | Nov 23, 2020 | 514 | Firm change after gap | Other |
| CITIGROUP GLOBAL MARKETS INC. | BIGSUR PARTNERS, LLC | Jul 22, 2016 | Aug 25, 2017 | 399 | Firm change | Other |
| CITICORP INVESTMENT SERVICES | CITIGROUP GLOBAL MARKETS INC. | May 29, 2007 | May 29, 2007 | 0 | Bulk transfer | Other |