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Advisor at 3EDGE ASSET MANAGEMENT, LP
NAPLES, FL | Boston, MA
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 | May 3, 2017 | n/a | yes | Boston, MA|NAPLES, FL | Current employment |
| BEAUMONT FINANCIAL PARTNERS LLC | Former SEC adviser | Jan 30, 2017 | Apr 24, 2017 | no | NEEDHAM, MA | Previous registration |
| BROADMEADOW CAPITAL, LLC | Former SEC adviser | Feb 18, 2015 | Jun 20, 2016 | no | BOSTON, MA|BARRINGTON, IL | Previous registration |
| GOOD HARBOR FINANCIAL | Former SEC adviser | Dec 15, 2014 | Jan 2, 2015 | no | BOSTON, MA|BARRINGTON, IL | Previous registration |
| WINDHAVEN INVESTMENT MANAGEMENT, INC. | Former SEC adviser | Nov 10, 2010 | Jan 10, 2013 | no | BOSTON, MA | Previous registration |
| WINDWARD INVESTMENT MANAGEMENT INC | n/a | Oct 8, 2008 | Nov 18, 2010 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BEAUMONT FINANCIAL PARTNERS LLC | 3EDGE ASSET MANAGEMENT, LP | Apr 24, 2017 | May 3, 2017 | 9 | Firm change | Other |
| BROADMEADOW CAPITAL, LLC | BEAUMONT FINANCIAL PARTNERS LLC | Jun 20, 2016 | Jan 30, 2017 | 224 | Firm change | Other |
| GOOD HARBOR FINANCIAL | BROADMEADOW CAPITAL, LLC | Jan 2, 2015 | Feb 18, 2015 | 47 | Channel change | Other |
| WINDHAVEN INVESTMENT MANAGEMENT, INC. | GOOD HARBOR FINANCIAL | Jan 10, 2013 | Dec 15, 2014 | 704 | Firm change after gap | Other |
| WINDWARD INVESTMENT MANAGEMENT INC | WINDHAVEN INVESTMENT MANAGEMENT, INC. | Nov 18, 2010 | Nov 10, 2010 | -8 | Firm change | Other |