DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ADAGE INVESTMENT ADVISORS, L.L.C.
FORT COLLINS, 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 |
|---|---|---|---|---|---|---|
| ADAGE INVESTMENT ADVISORS, L.L.C. | State registered | May 9, 2018 | n/a | yes | FORT COLLINS, CO | Current employment |
| SEER INVESTMENT ADVISORS | n/a | Mar 27, 2012 | Dec 31, 2013 | no | SOUTHERN PINES, NC|SOUTHERN PINES, NC | Previous registration |
| HUEBNER, PAUL | n/a | Apr 4, 2011 | Jun 13, 2012 | no | SOUTHERN PINES, NC | Previous registration |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | Bd affiliated wealth | Jan 27, 1997 | Nov 26, 2008 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SEER INVESTMENT ADVISORS | ADAGE INVESTMENT ADVISORS, L.L.C. | Dec 31, 2013 | May 9, 2018 | 1,590 | Firm change after gap | Other |
| HUEBNER, PAUL | SEER INVESTMENT ADVISORS | Jun 13, 2012 | Mar 27, 2012 | -78 | Firm change after gap | Other |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | HUEBNER, PAUL | Nov 26, 2008 | Apr 4, 2011 | 859 | Firm change after gap | Other |