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Reading the graph
Advisor at INVST, LLC
INDIANAPOLIS, IN | Allendale, NJ | Stamford, CT
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 |
|---|---|---|---|---|---|---|
| INVST, LLC | Independent wealth | Jan 14, 2025 | n/a | yes | Allendale, NJ|INDIANAPOLIS, IN|Stamford, CT | Current employment |
| NS CAPITAL, LLC | Former SEC adviser | Jan 29, 2019 | Jan 9, 2025 | no | STAMFORD, CT | Previous registration |
| NS CAPITAL, LLC | Former SEC adviser | Mar 15, 2016 | Dec 31, 2018 | no | STAMFORD, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NS CAPITAL, LLC | INVST, LLC | Jan 9, 2025 | Jan 14, 2025 | 5 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149905:282863:CT:2025-01-09 | Jan 9, 2025 | Jan 14, 2025 | STAMFORD, CT | Firm change |