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Advisor at COLUMBUS MACRO, LLC
NEW CASTLE, PA | Scottsdale, AZ
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 |
|---|---|---|---|---|---|---|
| COLUMBUS MACRO, LLC | Asset manager | Jun 30, 2017 | n/a | yes | NEW CASTLE, PA|Scottsdale, AZ | Current employment |
| CETERA INVESTMENT MANAGEMENT LLC | No RAUM reported | Jun 9, 2015 | Jul 7, 2017 | no | SCOTTSDALE, AZ | Previous registration |
| FIRST ALLIED ASSET MANAGEMENT, INC. | Former SEC adviser | Jan 1, 2007 | Oct 30, 2015 | no | SCOTTSDALE, AZ | Previous registration |
| FIRST ALLIED ASSET MANAGEMENT, INC. | Former SEC adviser | Nov 20, 2006 | Dec 31, 2006 | no | SCOTTSDALE, AZ | Previous registration |
| GREENBOOK INVESTMENT MANAGEMENT, INC. | n/a | Mar 3, 2005 | Oct 24, 2008 | no | SCOTTSDALE, AZ | Previous registration |
| PINNACLE INVESTMENT ADVISORS, LLC | n/a | Jan 21, 2003 | Apr 28, 2005 | no | SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA INVESTMENT MANAGEMENT LLC | COLUMBUS MACRO, LLC | Jul 7, 2017 | Jun 30, 2017 | -7 | Firm change | Other |
| FIRST ALLIED ASSET MANAGEMENT, INC. | CETERA INVESTMENT MANAGEMENT LLC | Oct 30, 2015 | Jun 9, 2015 | -143 | Firm change after gap | Other |
| GREENBOOK INVESTMENT MANAGEMENT, INC. | FIRST ALLIED ASSET MANAGEMENT, INC. | Oct 24, 2008 | Nov 20, 2006 | -704 | Firm change after gap | Other |
| PINNACLE INVESTMENT ADVISORS, LLC | GREENBOOK INVESTMENT MANAGEMENT, INC. | Apr 28, 2005 | Mar 3, 2005 | -56 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 165436:286374:AZ:2017-07-07 | Jul 7, 2017 | Jun 30, 2017 | SCOTTSDALE, AZ | Firm change |
| 140292:165436:AZ:2015-10-30 | Oct 30, 2015 | Jun 9, 2015 | SCOTTSDALE, AZ | Firm change after gap |