DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BRENTVIEW INVESTMENT MANAGEMENT, LLC
Downingtown, PA | ROSEMONT, 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 |
|---|---|---|---|---|---|---|
| BRENTVIEW INVESTMENT MANAGEMENT, LLC | Mixed wealth | Apr 24, 2026 | n/a | yes | Downingtown, PA|ROSEMONT, IL | Current employment |
| MORGAN STANLEY | Wirehouse | Jan 21, 2014 | Mar 30, 2026 | no | WILMINGTON, DE|Baltimore, MD|WILMINGTON, DE|PURCHASE, NY|Purchase, NY|Greenville, DE | Previous registration |
| CAPITAL MARKET CONSULTANTS, INC. | State registered | Jan 2, 2013 | Dec 31, 2013 | no | LAS CRUCES, NM | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Oct 10, 2012 | no | PURCHASE, NY | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | May 10, 2006 | Jun 1, 2009 | no | WILMINGTON, DE|WILMINGTON, DE|NEW YORK, NY | Previous registration |
| BNY MELLON ADVISORS, INC. | Bank affiliated wealth | Jul 30, 2004 | Apr 17, 2006 | no | MALVERN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | BRENTVIEW INVESTMENT MANAGEMENT, LLC | Mar 30, 2026 | Apr 24, 2026 | 25 | Firm change | Wirehouse to RIA |
| CAPITAL MARKET CONSULTANTS, INC. | MORGAN STANLEY | Dec 31, 2013 | Jan 21, 2014 | 21 | Firm change | Other |
| MORGAN STANLEY | CAPITAL MARKET CONSULTANTS, INC. | Oct 10, 2012 | Jan 2, 2013 | 84 | Firm change | Wirehouse to state RIA |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| BNY MELLON ADVISORS, INC. | CITIGROUP GLOBAL MARKETS INC. | Apr 17, 2006 | May 10, 2006 | 23 | Firm change | Other |