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Advisor at MAI CAPITAL MANAGEMENT, LLC
Lakeside, MT
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 |
|---|---|---|---|---|---|---|
| MAI CAPITAL MANAGEMENT, LLC | Independent wealth | Aug 12, 2022 | n/a | yes | Lakeside, MT | Current employment |
| BIG SKY ASSET MANAGEMENT LLC | Former SEC adviser | Oct 7, 2013 | Mar 24, 2021 | no | SAN RAMON, CA | Previous registration |
| INTERSECT CAPITAL LLC | Former SEC adviser | Oct 30, 2002 | Aug 5, 2022 | no | SAN RAMON, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INTERSECT CAPITAL LLC | BIG SKY ASSET MANAGEMENT LLC | Aug 5, 2022 | Oct 7, 2013 | -3,224 | Firm change after gap | Other |
| BIG SKY ASSET MANAGEMENT LLC | MAI CAPITAL MANAGEMENT, LLC | Mar 24, 2021 | Aug 12, 2022 | 506 | Firm change after gap | Other |