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Advisor at QM ADVISORS LLC
PEACHTREE CITY, 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 |
|---|---|---|---|---|---|---|
| QM ADVISORS LLC | Independent wealth | Sep 21, 2018 | n/a | yes | PEACHTREE CITY, GA | Current employment |
| CAPITAL RESEARCH ADVISORS, LLC | Former SEC adviser | Jan 23, 2012 | Oct 21, 2018 | no | SUWANEE, GA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 21, 2010 | Jan 24, 2012 | no | PEACHTREE CITY, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL RESEARCH ADVISORS, LLC | QM ADVISORS LLC | Oct 21, 2018 | Sep 21, 2018 | -30 | Firm change | RIA to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CAPITAL RESEARCH ADVISORS, LLC | Jan 24, 2012 | Jan 23, 2012 | -1 | Firm change | Other |