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Reading the graph
Advisor at CHIMBORAZO INVESTMENT RESEARCH
Richmond, VA
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 |
|---|---|---|---|---|---|---|
| CHIMBORAZO INVESTMENT RESEARCH | State registered | Aug 22, 2023 | n/a | yes | Richmond, VA | Current employment |
| NORTON CAPITAL MANAGEMENT, INC. | Independent wealth | Feb 8, 2022 | Mar 1, 2023 | no | HENRICO, VA | Previous registration |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Mar 17, 2020 | Sep 30, 2021 | no | Richmond, VA|RICHMOND, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTON CAPITAL MANAGEMENT, INC. | CHIMBORAZO INVESTMENT RESEARCH | Mar 1, 2023 | Aug 22, 2023 | 174 | Firm change | RIA to state RIA |
| TRUIST ADVISORY SERVICES, INC. | NORTON CAPITAL MANAGEMENT, INC. | Sep 30, 2021 | Feb 8, 2022 | 131 | Firm change | Ibd to RIA |