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Reading the graph
Advisor at MASON CAPITAL PARTNERS
BOSTON, MA
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 |
|---|---|---|---|---|---|---|
| MASON CAPITAL PARTNERS | Independent wealth | Jan 30, 2024 | n/a | yes | BOSTON, MA | Current employment |
| BALANCED ROCK INVESTMENT ADVISORS | Independent wealth | Dec 12, 2016 | Apr 1, 2017 | no | ROSLINDALE, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BALANCED ROCK INVESTMENT ADVISORS | MASON CAPITAL PARTNERS | Apr 1, 2017 | Jan 30, 2024 | 2,495 | Firm change after gap | RIA to RIA |