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Advisor at BEACON GLOBAL ADVISOR NETWORK, LLC
ATLANTA, GA | 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 |
|---|---|---|---|---|---|---|
| BEACON GLOBAL ADVISOR NETWORK, LLC | Independent wealth | Apr 26, 2024 | n/a | yes | ATLANTA, GA|New York, NY | Current employment |
| BRITE ADVISORS USA, INC. | Former SEC adviser | Jan 7, 2013 | Jun 5, 2024 | no | NEW YORK, NY|NEW YORK, NY|New York, NY|New York, NY|New York, NY | Previous registration |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | May 31, 2012 | Nov 8, 2012 | no | WHITE PLAINS, NY | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Aug 4, 2011 | Apr 12, 2012 | no | ELMSFORD, NY | Previous registration |
| CITICORP INVESTMENT SERVICES | n/a | May 11, 2004 | Apr 13, 2006 | no | NORWALK, CT | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Aug 5, 2002 | Apr 26, 2004 | no | GREENWICH, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRITE ADVISORS USA, INC. | BEACON GLOBAL ADVISOR NETWORK, LLC | Jun 5, 2024 | Apr 26, 2024 | -40 | Firm change after gap | RIA to RIA |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | BRITE ADVISORS USA, INC. | Nov 8, 2012 | Jan 7, 2013 | 60 | Firm change | Other |
| MSI FINANCIAL SERVICES, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | Apr 12, 2012 | May 31, 2012 | 49 | Firm change | Other |
| CITICORP INVESTMENT SERVICES | MSI FINANCIAL SERVICES, INC. | Apr 13, 2006 | Aug 4, 2011 | 1,939 | Firm change after gap | Other |
| MORGAN STANLEY DW INC. | CITICORP INVESTMENT SERVICES | Apr 26, 2004 | May 11, 2004 | 15 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 155775:288833:NY:2024-06-04 | Jun 5, 2024 | Apr 26, 2024 | NEW YORK, NY | Firm change after gap |