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Advisor at SCS CAPITAL MANAGEMENT LLC
BOSTON, MA | Dallas, TX
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 |
|---|---|---|---|---|---|---|
| SCS CAPITAL MANAGEMENT LLC | Independent wealth | Feb 6, 2025 | n/a | yes | BOSTON, MA|Dallas, TX | Current employment |
| EDGE CAPITAL GROUP, LLC | Former SEC adviser | Oct 11, 2018 | Feb 6, 2025 | no | ATLANTA, GA|Dallas, TX | Previous registration |
| EDGE ADVISORS, LLC | Former SEC adviser | Sep 27, 2012 | Aug 16, 2018 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDGE CAPITAL GROUP, LLC | SCS CAPITAL MANAGEMENT LLC | Feb 6, 2025 | Feb 6, 2025 | 0 | Firm change | RIA to RIA |
| EDGE ADVISORS, LLC | EDGE CAPITAL GROUP, LLC | Aug 16, 2018 | Oct 11, 2018 | 56 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 297596:122258:TX:2025-02-06 | Feb 6, 2025 | Feb 6, 2025 | DALLAS, TX | Firm change |
| 142261:297596:GA:2018-08-16 | Aug 16, 2018 | Oct 11, 2018 | ATLANTA, GA | Firm change |