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Advisor at NEWSQUARE CAPITAL, LLC
NEWTOWN SQUARE, PA
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 |
|---|---|---|---|---|---|---|
| NEWSQUARE CAPITAL, LLC | Independent wealth | Aug 3, 2026 | n/a | yes | NEWTOWN SQUARE, PA | Current employment |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Jul 17, 2024 | Jul 14, 2026 | no | WALL TOWNSHIP, NJ|NEWTOWN SQUARE, PA | Previous registration |
| COHEN & STEERS CAPITAL MANAGEMENT INC. | Asset manager | Sep 13, 2021 | Aug 1, 2022 | no | NEW YORK, NY | Previous registration |
| EATON VANCE MANAGEMENT | Asset manager | Sep 29, 2017 | May 17, 2021 | no | BOSTON, MA | Previous registration |
| VIRTUS CAPITAL ADVISERS, LLC | Other adviser | Jan 26, 2011 | Jun 1, 2017 | no | GARNET VALLEY, PA|HARTFORD, CT | Previous registration |
| INVESCO ADVISERS, INC. | Asset manager | Jan 1, 2010 | Jan 3, 2011 | no | ATLANTA, GA | Previous registration |
| INVESCO AIM PRIVATE ASSET MANAGEMENT, INC. | n/a | Jun 21, 2002 | Jan 1, 2010 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | NEWSQUARE CAPITAL, LLC | Jul 14, 2026 | Aug 3, 2026 | 20 | Firm change | Ibd to RIA |
| COHEN & STEERS CAPITAL MANAGEMENT INC. | MML INVESTORS SERVICES, LLC | Aug 1, 2022 | Jul 17, 2024 | 716 | Firm change after gap | Other |
| EATON VANCE MANAGEMENT | COHEN & STEERS CAPITAL MANAGEMENT INC. | May 17, 2021 | Sep 13, 2021 | 119 | Firm change | Other |
| VIRTUS CAPITAL ADVISERS, LLC | EATON VANCE MANAGEMENT | Jun 1, 2017 | Sep 29, 2017 | 120 | Firm change | Other |
| INVESCO ADVISERS, INC. | VIRTUS CAPITAL ADVISERS, LLC | Jan 3, 2011 | Jan 26, 2011 | 23 | Firm change | Other |
| INVESCO AIM PRIVATE ASSET MANAGEMENT, INC. | INVESCO ADVISERS, INC. | Jan 1, 2010 | Jan 1, 2010 | 0 | Bulk transfer | Other |