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Advisor at IRONVIEW CAPITAL MANAGEMENT, LLC
CONSHOHOCKEN, PA | Charleston, SC
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 |
|---|---|---|---|---|---|---|
| IRONVIEW CAPITAL MANAGEMENT, LLC | Independent wealth | May 4, 2026 | n/a | yes | Charleston, SC|CONSHOHOCKEN, PA | Current employment |
| KINWELL LLC | Mixed wealth | Jan 31, 2018 | Jun 1, 2026 | no | CHARLESTON, SC | Previous registration |
| Questis | n/a | May 20, 2014 | Dec 31, 2017 | no | CHARLESTON, SC|CHARLESTON, SC | Previous registration |
| QUESTIS PORTFOLIO PARTNERS, LLC | Former SEC adviser | Sep 25, 2013 | Apr 29, 2014 | no | CHARLESTON, SC | Previous registration |
| Questis | n/a | Apr 29, 2013 | Sep 24, 2013 | no | CHARLESTON, SC | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 3, 2012 | Apr 23, 2013 | no | MOUNT PLEASANT, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KINWELL LLC | IRONVIEW CAPITAL MANAGEMENT, LLC | Jun 1, 2026 | May 4, 2026 | -28 | Firm change | RIA to RIA |
| Questis | KINWELL LLC | Dec 31, 2017 | Jan 31, 2018 | 31 | Firm change | Other |
| QUESTIS PORTFOLIO PARTNERS, LLC | Questis | Apr 29, 2014 | May 20, 2014 | 21 | Firm change | Other |
| Questis | QUESTIS PORTFOLIO PARTNERS, LLC | Sep 24, 2013 | Sep 25, 2013 | 1 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Questis | Apr 23, 2013 | Apr 29, 2013 | 6 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 130157:290449:SC:2017-12-31 | Dec 31, 2017 | Jan 31, 2018 | CHARLESTON, SC | Firm change |