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Advisor at ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
SYRACUSE, 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 |
|---|---|---|---|---|---|---|
| ROCKBRIDGE INVESTMENT MANAGEMENT, LLC | Independent wealth | Dec 15, 2021 | n/a | yes | SYRACUSE, NY | Current employment |
| BREAKWALL ASSET MANAGEMENT, LLC | n/a | Sep 10, 2021 | Dec 31, 2021 | no | OSWEGO, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BREAKWALL ASSET MANAGEMENT, LLC | ROCKBRIDGE INVESTMENT MANAGEMENT, LLC | Dec 31, 2021 | Dec 15, 2021 | -16 | Firm change | Other |