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Advisor at PROFICIO CAPITAL PARTNERS LLC
NEWTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PROFICIO CAPITAL PARTNERS LLC | Independent wealth | Sep 23, 2015 | n/a | yes | NEWTON, MA | Current employment |
| HABER TRILIX ADVISORS, LP | Former SEC adviser | Aug 5, 2013 | Nov 5, 2013 | no | BOSTON, MA | Previous registration |
| TEN ASSET MANAGEMENT, INC. | Former SEC adviser | Oct 11, 2012 | Aug 31, 2013 | no | OJAI, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HABER TRILIX ADVISORS, LP | PROFICIO CAPITAL PARTNERS LLC | Nov 5, 2013 | Sep 23, 2015 | 687 | Firm change after gap | Other |
| TEN ASSET MANAGEMENT, INC. | HABER TRILIX ADVISORS, LP | Aug 31, 2013 | Aug 5, 2013 | -26 | Firm change | Other |