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Advisor at CATLIN FINANCIAL, LLC
BEAVER, PA
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 |
|---|---|---|---|---|---|---|
| CATLIN FINANCIAL, LLC | State registered | Jun 2, 2023 | n/a | yes | BEAVER, PA | Current employment |
| ICAPITAL ADVISORS | State registered | May 26, 2016 | Apr 23, 2021 | no | PITTSBURGH, PA | Previous registration |
| BPU INVESTMENT MANAGEMENT, INC. | Former SEC adviser | Dec 9, 2015 | Mar 15, 2016 | no | PITTSBURGH, PA | Previous registration |
| PORTFOLIOARC, L.L.C. | State registered | Aug 23, 2007 | Jan 8, 2011 | no | ARLINGTON, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ICAPITAL ADVISORS | CATLIN FINANCIAL, LLC | Apr 23, 2021 | Jun 2, 2023 | 770 | Firm change after gap | Other |
| BPU INVESTMENT MANAGEMENT, INC. | ICAPITAL ADVISORS | Mar 15, 2016 | May 26, 2016 | 72 | Firm change | Other |
| PORTFOLIOARC, L.L.C. | BPU INVESTMENT MANAGEMENT, INC. | Jan 8, 2011 | Dec 9, 2015 | 1,796 | Firm change after gap | Other |