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Advisor at CWM PARTNERS, LLC
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CWM PARTNERS, LLC | Independent wealth | May 10, 2021 | n/a | yes | NEW YORK, NY | Current employment |
| MANCHESTER CAPITAL MANAGEMENT LLC | Independent wealth | Sep 29, 2014 | Nov 16, 2018 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MANCHESTER CAPITAL MANAGEMENT LLC | CWM PARTNERS, LLC | Nov 16, 2018 | May 10, 2021 | 906 | Firm change after gap | RIA to RIA |