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Advisor at 3EDGE ASSET MANAGEMENT, LP
NAPLES, FL
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 |
|---|---|---|---|---|---|---|
| 3EDGE ASSET MANAGEMENT, LP | Independent wealth | Jun 30, 2023 | n/a | yes | NAPLES, FL | Current employment |
| TD AMERITRADE, INC. | Former SEC adviser | Aug 23, 2022 | Oct 14, 2022 | no | Naples, FL | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jul 29, 2021 | May 24, 2023 | no | Plantation, FL|Naples, FL|Naples, FL | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Feb 13, 2020 | May 25, 2021 | no | NAPLES, FL | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Sep 1, 2015 | Nov 27, 2019 | no | Indianapolis, IN|Naples, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | TD AMERITRADE, INC. | May 24, 2023 | Aug 23, 2022 | -274 | Channel change | Other |
| TD AMERITRADE, INC. | 3EDGE ASSET MANAGEMENT, LP | Oct 14, 2022 | Jun 30, 2023 | 259 | Firm change | Other |
| CETERA INVESTMENT ADVISERS LLC | CHARLES SCHWAB & CO., INC. | May 25, 2021 | Jul 29, 2021 | 65 | Firm change | Ibd to ibd |
| CHARLES SCHWAB & CO., INC. | CETERA INVESTMENT ADVISERS LLC | Nov 27, 2019 | Feb 13, 2020 | 78 | Firm change | Ibd to ibd |