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Advisor at KATHMERE CAPITAL MANAGEMENT, LLC
WAYNE, PA
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 |
|---|---|---|---|---|---|---|
| KATHMERE CAPITAL MANAGEMENT, LLC | Independent wealth | Apr 30, 2025 | n/a | yes | WAYNE, PA | Current employment |
| Lnw | Former SEC adviser | Aug 9, 2022 | Apr 25, 2025 | no | SEATTLE, WA|Exton, PA | Previous registration |
| LEGACY ADVISORS, LLC | Independent wealth | Apr 12, 2018 | Dec 20, 2023 | no | PLYMOUTH MEETING, PA | Previous registration |
| MILLER INVESTMENT MANAGEMENT, LP | Independent wealth | Oct 7, 2016 | Apr 2, 2018 | no | WEST CONSHOHOCKEN, PA | Previous registration |
| LORD, ABBETT & CO. LLC | Asset manager | May 17, 2011 | Apr 24, 2012 | no | JERSEY CITY, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Lnw | KATHMERE CAPITAL MANAGEMENT, LLC | Apr 25, 2025 | Apr 30, 2025 | 5 | Firm change | RIA to RIA |
| LEGACY ADVISORS, LLC | Lnw | Dec 20, 2023 | Aug 9, 2022 | -498 | Firm change after gap | RIA to RIA |
| MILLER INVESTMENT MANAGEMENT, LP | LEGACY ADVISORS, LLC | Apr 2, 2018 | Apr 12, 2018 | 10 | Firm change | RIA to RIA |
| LORD, ABBETT & CO. LLC | MILLER INVESTMENT MANAGEMENT, LP | Apr 24, 2012 | Oct 7, 2016 | 1,627 | Firm change after gap | Other |