DFX Intelligence
Reading the graph
Reading the graph
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Advisor at B•••••••• I••••••••• M••••••••• L••
SANTA MONICA, CA | PRINCETON, NJ
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 |
|---|---|---|---|---|---|---|
| B•••••••• I••••••••• M••••••••• L•• | Asset manager | Jul 6, 2017 | n/a | yes | PRINCETON, NJ|SANTA MONICA, CA | Current employment |
| A•••••••• C•••••• M••••••••• L•• | Other adviser | Apr 30, 2015 | Jun 1, 2017 | no | LOS ANGELES, CA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| A•••••••• C•••••• M••••••••• L•• | B•••••••• I••••••••• M••••••••• L•• | Jun 1, 2017 | Jul 6, 2017 | 35 | Firm change | Other |
| T••••••••• G••••• I••••••••• L•• | A•••••••• C•••••• M••••••••• L•• | Jan 8, 2014 | Apr 30, 2015 |
| T••••••••• G••••• I••••••••• L•• | Former SEC adviser | Feb 9, 2011 | Jan 8, 2014 | no | LOS ANGELES, CA | Previous registration |
| M•••••• C•••••• A•••••••• L•• | Mixed wealth | Oct 8, 2010 | Jul 21, 2011 | no | GRAND RAPIDS, MI | Previous registration |
| 477 |
| Firm change after gap |
| Other |
| M•••••• C•••••• A•••••••• L•• | T••••••••• G••••• I••••••••• L•• | Jul 21, 2011 | Feb 9, 2011 | -162 | Firm change after gap | Other |