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Advisor at ALGORITHMIC INVESTMENT MODELS
BOSTON, MA | Wayne, NJ
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 |
|---|---|---|---|---|---|---|
| ALGORITHMIC INVESTMENT MODELS | Other adviser | Feb 4, 2020 | n/a | yes | Wayne, NJ|BOSTON, MA | Current employment |
| BEAUMONT FINANCIAL PARTNERS LLC | Former SEC adviser | Dec 15, 2014 | Dec 31, 2019 | no | WAYNE, NJ|NEEDHAM, MA | Previous registration |
| ASSETMARK, INC. | Bd affiliated wealth | Jun 21, 2011 | Oct 7, 2014 | no | CONCORD, CA | Previous registration |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | Independent wealth | Feb 20, 2008 | May 23, 2011 | no | BERWYN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BEAUMONT FINANCIAL PARTNERS LLC | ALGORITHMIC INVESTMENT MODELS | Dec 31, 2019 | Feb 4, 2020 | 35 | Firm change | Other |
| ASSETMARK, INC. | BEAUMONT FINANCIAL PARTNERS LLC | Oct 7, 2014 | Dec 15, 2014 | 69 | Firm change | Other |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | ASSETMARK, INC. | May 23, 2011 | Jun 21, 2011 | 29 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 108345:306354:MA:2019-12-31 | Dec 31, 2019 | Feb 4, 2020 | NEEDHAM, MA | Firm change |