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Advisor at THAYER PARTNERS LLC
Wyndmoor, PA
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 |
|---|---|---|---|---|---|---|
| THAYER PARTNERS LLC | Independent wealth | Jun 9, 2020 | n/a | yes | Wyndmoor, PA | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Jan 9, 2012 | Mar 20, 2018 | no | WESTWOOD, MA|WALTHAM, MA|WESTWOOD, MA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jul 6, 2009 | Jan 17, 2012 | no | BOSTON, MA|BOSTON, MA|BOSTON, MA|WEEHAWKEN, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | THAYER PARTNERS LLC | Mar 20, 2018 | Jun 9, 2020 | 812 | Firm change after gap | Ibd to RIA |
| UBS FINANCIAL SERVICES INC. | COMMONWEALTH FINANCIAL NETWORK | Jan 17, 2012 | Jan 9, 2012 | -8 | Firm change | Wirehouse to ibd |