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Advisor at VIRTUS INVESTMENT ADVISERS, LLC
HARTFORD, CT | ATLANTA, GA
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 |
|---|---|---|---|---|---|---|
| VIRTUS INVESTMENT ADVISERS, LLC | Asset manager | Oct 24, 2022 | n/a | yes | ATLANTA, GA|HARTFORD, CT | Current employment |
| MORGAN STANLEY | Wirehouse | Jul 12, 2021 | Jun 29, 2022 | no | Atlanta, GA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jul 30, 2019 | Jul 1, 2021 | no | NEW YORK, NY|ALPHARETTA, GA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 17, 2017 | Apr 2, 2019 | no | ATLANTA, GA | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Oct 7, 2016 | Oct 11, 2017 | no | ATLANTA, GA|ATLANTA, GA|UNION CITY, GA|ATLANTA, GA|SMYRNA, GA | Previous registration |
| EDWARD JONES | National bd RIA | Mar 5, 2015 | Oct 5, 2016 | no | SMYRNA, GA|Norcross, GA|SMYRNA, GA|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | VIRTUS INVESTMENT ADVISERS, LLC | Jun 29, 2022 | Oct 24, 2022 | 117 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Jul 1, 2021 | Jul 12, 2021 | 11 | Firm change | Wirehouse to wirehouse |
| J.P. MORGAN SECURITIES LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Oct 11, 2017 | Oct 17, 2017 | 6 | Firm change | Wirehouse to wirehouse |
| EDWARD JONES | J.P. MORGAN SECURITIES LLC | Oct 5, 2016 | Oct 7, 2016 | 2 | Firm change | Ibd to wirehouse |