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Advisor at B•••••••••
Scottsdale, AZ | NEW YORK, NY
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 |
|---|---|---|---|---|---|---|
| B••••••••• | Independent wealth | May 24, 2025 | n/a | yes | Scottsdale, AZ|NEW YORK, NY | Current employment |
| P••••• • R•••• | Other adviser | Feb 17, 2022 | Jun 8, 2023 | no | LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| P••••• • R•••• | B••••••••• | Jun 8, 2023 | May 24, 2025 | 716 | Firm change after gap | Other |
| J••• H•••••• I••••••••• M••••••••• L•• | P••••• • R•••• | Feb 1, 2022 | Feb 17, 2022 |
| J••• H•••••• I••••••••• M••••••••• L•• |
| Asset manager |
| Nov 8, 2018 |
| Feb 1, 2022 |
| no |
| BOSTON, MA|BOSTON, MA|TEMPE, AZ |
| Previous registration |
| M••••••• I••••••••• M••••••••• ••• L•• | Asset manager | Aug 9, 2018 | Nov 8, 2018 | no | Tempe, AZ|BOSTON, MA | Previous registration |
| Firm change |
| Other |
| M••••••• I••••••••• M••••••••• ••• L•• | J••• H•••••• I••••••••• M••••••••• L•• | Nov 8, 2018 | Nov 8, 2018 | 0 | Bulk transfer | Other |