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Advisor at EQUILIBRIUM VENTURES, LLC
NEW YORK, NY | Hoboken, 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 |
|---|---|---|---|---|---|---|
| EQUILIBRIUM VENTURES, LLC | Asset manager | Aug 7, 2022 | n/a | yes | Hoboken, NJ|NEW YORK, NY | Current employment |
| ARETE WEALTH ADVISORS, LLC | Bd affiliated wealth | Apr 11, 2020 | Jun 9, 2022 | no | New York, NY | Previous registration |
| GMS GROUP | Other adviser | Oct 1, 2019 | Dec 21, 2020 | no | EAST HANOVER, NJ|East Hanover, NJ | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | May 9, 2018 | Apr 11, 2019 | no | EAST BRUNSWICK, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARETE WEALTH ADVISORS, LLC | EQUILIBRIUM VENTURES, LLC | Jun 9, 2022 | Aug 7, 2022 | 59 | Firm change | Other |
| GMS GROUP | ARETE WEALTH ADVISORS, LLC | Dec 21, 2020 | Apr 11, 2020 | -254 | Firm change after gap | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | GMS GROUP | Apr 11, 2019 | Oct 1, 2019 | 173 | Firm change | Other |