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Advisor at FIDUCIARY MANAGEMENT GROUP, LLC
NEW YORK, NY
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 |
|---|---|---|---|---|---|---|
| FIDUCIARY MANAGEMENT GROUP, LLC | Independent wealth | Aug 19, 2021 | n/a | yes | NEW YORK, NY | Current employment |
| CREDIT SUISSE SECURITIES (USA) LLC | Former SEC adviser | Jan 17, 2003 | Sep 14, 2005 | no | NEW YORK, NY | Previous registration |
| PERSHING LLC | n/a | Jul 25, 2002 | Jan 17, 2003 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREDIT SUISSE SECURITIES (USA) LLC | FIDUCIARY MANAGEMENT GROUP, LLC | Sep 14, 2005 | Aug 19, 2021 | 5,818 | Firm change after gap | Other |
| PERSHING LLC | CREDIT SUISSE SECURITIES (USA) LLC | Jan 17, 2003 | Jan 17, 2003 | 0 | Bulk transfer | Other |