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Advisor at COMPASS CAPITAL CORPORATION
BRAINTREE, 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 |
|---|---|---|---|---|---|---|
| COMPASS CAPITAL CORPORATION | Independent wealth | May 14, 1994 | n/a | yes | BRAINTREE, MA | Current employment |
| Marketsflow | Former SEC adviser | Jun 13, 2018 | Dec 2, 2019 | no | BOSTON, MA | Previous registration |
| ADAPTIVE INVESTMENTS | Asset manager | Sep 23, 2015 | Nov 29, 2016 | no | ALPHARETTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Marketsflow | n/a | Dec 2, 2019 | n/a | n/a | Departure no registered destination | Departure |
| ADAPTIVE INVESTMENTS | Marketsflow | Nov 29, 2016 | Jun 13, 2018 | 561 | Firm change after gap | Other |