DFX Intelligence
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Reading the graph
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Advisor at G••••• R••••••••• P••••••• L••
Boston, MA | SAN RAFAEL, CA
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 |
|---|---|---|---|---|---|---|
| G••••• R••••••••• P••••••• L•• | Institutional manager | Jul 7, 2016 | n/a | yes | SAN RAFAEL, CA|Boston, MA | Current employment |
| A•••• P•••••• G••••• I••• | Former SEC adviser | Oct 27, 2014 | Mar 30, 2021 | no | BOSTON, MA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| A•••• P•••••• G••••• I••• | G••••• R••••••••• P••••••• L•• | Mar 30, 2021 | Jul 7, 2016 | -1,727 | Channel change | Other |
| E•••• S••••••••• L•• | A•••• P•••••• G••••• I••• | Jul 12, 2016 | Oct 27, 2014 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 171290:172011:MA:2021-03-30 | Mar 30, 2021 | Jul 7, 2016 | BOSTON, MA | Firm change after gap |
| 110826:171290:MA:2016-07-12 | Jul 12, 2016 | Oct 27, 2014 | LEXINGTON, MA | Firm change after gap |
| E•••• S••••••••• L•• | Bd affiliated wealth | Sep 22, 2006 | Jul 12, 2016 | no | NEWTON, MA|WALTHAM, MA|LEXINGTON, MA | Previous registration |
| -624 |
| Firm change after gap |
| Other |