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Reading the graph
Advisor at KEYSTONE GLOBAL PARTNERS LLC
DENVER, CO
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 |
|---|---|---|---|---|---|---|
| KEYSTONE GLOBAL PARTNERS LLC | Independent wealth | Mar 19, 2019 | n/a | yes | DENVER, CO | Current employment |
| ROYAL OAK CAPITAL MANAGEMENT, LLC | n/a | Sep 26, 2008 | Aug 16, 2010 | no | ROYAL OAK, MD | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | May 30, 2005 | Aug 26, 2008 | no | NEW YORK, NY|NEW YORK, NY|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ROYAL OAK CAPITAL MANAGEMENT, LLC | KEYSTONE GLOBAL PARTNERS LLC | Aug 16, 2010 | Mar 19, 2019 | 3,137 | Firm change after gap | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | ROYAL OAK CAPITAL MANAGEMENT, LLC | Aug 26, 2008 | Sep 26, 2008 | 31 | Firm change | Other |