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Advisor at BEACON CAPITAL MANAGEMENT, LLC
FRANKLIN, TN
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 CAPITAL MANAGEMENT, LLC | Independent wealth | Apr 13, 2016 | n/a | yes | FRANKLIN, TN | Current employment |
| ESI FINANCIAL ADVISORS | Independent wealth | Apr 29, 2015 | Apr 7, 2016 | no | CHARLOTTE, NC|BRENTWOOD, TN | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jun 17, 2014 | Apr 30, 2015 | no | NASHVILLE, TN|FRANKLIN, TN|FRANKLIN, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ESI FINANCIAL ADVISORS | BEACON CAPITAL MANAGEMENT, LLC | Apr 7, 2016 | Apr 13, 2016 | 6 | Firm change | Other |
| EQUITABLE ADVISORS, LLC | ESI FINANCIAL ADVISORS | Apr 30, 2015 | Apr 29, 2015 | -1 | Firm change | Other |