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Advisor at MISER ASSET MANAGEMENT
KNOXVILLE, 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 |
|---|---|---|---|---|---|---|
| MISER ASSET MANAGEMENT | State registered | Jan 1, 2025 | n/a | yes | KNOXVILLE, TN | Current employment |
| ALPHASTAR CAPITAL MANAGEMENT | Independent wealth | Jan 15, 2019 | Jan 4, 2021 | no | Knoxville, TN|CORNELIUS, NC | Previous registration |
| BELPOINTE ASSET MANAGEMENT LLC | Independent wealth | Sep 7, 2017 | Dec 21, 2018 | no | KNOXVILLE, TN|RENO, NV | Previous registration |
| DAUBLE+WORTHINGTON EQUITY PORTFOLIOS | State registered | Nov 23, 2016 | Aug 23, 2017 | no | Knoxville, TN | Previous registration |
| NFSG CORPORATION | Bd affiliated wealth | Oct 17, 2016 | Nov 4, 2016 | no | KNOXVILLE, TN|BOCA RATON, FL | Previous registration |
| DAUBLE+WORTHINGTON EQUITY PORTFOLIOS | State registered | Mar 15, 2016 | Oct 11, 2016 | no | Knoxville, TN | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 3, 2013 | Sep 23, 2014 | no | KNOXVILLE, TN | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 8, 1999 | Feb 5, 2003 | no | KNOXVILLE, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALPHASTAR CAPITAL MANAGEMENT | MISER ASSET MANAGEMENT | Jan 4, 2021 | Jan 1, 2025 | 1,458 | Firm change after gap | RIA to state RIA |
| BELPOINTE ASSET MANAGEMENT LLC | ALPHASTAR CAPITAL MANAGEMENT | Dec 21, 2018 | Jan 15, 2019 | 25 | Firm change | RIA to RIA |
| DAUBLE+WORTHINGTON EQUITY PORTFOLIOS | BELPOINTE ASSET MANAGEMENT LLC | Aug 23, 2017 | Sep 7, 2017 | 15 | Firm change | Other |
| NFSG CORPORATION | DAUBLE+WORTHINGTON EQUITY PORTFOLIOS | Nov 4, 2016 | Nov 23, 2016 | 19 | Firm change | Other |
| DAUBLE+WORTHINGTON EQUITY PORTFOLIOS | NFSG CORPORATION | Oct 11, 2016 | Oct 17, 2016 | 6 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | DAUBLE+WORTHINGTON EQUITY PORTFOLIOS | Sep 23, 2014 | Mar 15, 2016 | 539 | Firm change after gap | Wirehouse to state RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 143440:157423:NV:2018-12-14 | Dec 21, 2018 | Jan 15, 2019 | RENO, NV | Firm change |