DFX Intelligence
Reading the graph
Reading the graph
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Advisor at T••••• A••••••• S•••••••• I•••
SAVANNAH, GA
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 |
|---|---|---|---|---|---|---|
| T••••• A••••••• S•••••••• I••• | Bd affiliated wealth | Feb 17, 2021 | n/a | yes | SAVANNAH, GA | Current employment |
| B••• S••••••••• L•• | Former SEC adviser | Jun 6, 2017 | Feb 17, 2021 | no | SAVANNAH, GA|SAVANNAH, GA|RICHMOND, VA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| B••• S••••••••• L•• | T••••• A••••••• S•••••••• I••• | Feb 17, 2021 | Feb 17, 2021 | 0 | Bulk transfer | Ibd to ibd |
| T••••• A••••••• S•••••••• I••• | B••• S••••••••• L•• | Jun 7, 2017 | Jun 6, 2017 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283390:142785:GA:2017-06-07 | Jun 7, 2017 | Jun 6, 2017 | SAVANNAH, GA | Firm change |
| T••••• A••••••• S•••••••• I••• | Bd affiliated wealth | Sep 20, 2016 | Jun 7, 2017 | no | SAVANNAH, GA | Previous registration |
| S••••••• I••••••••• S•••••••• I••• | Former SEC adviser | May 26, 2016 | Dec 31, 2016 | no | SAVANNAH, GA | Previous registration |
| -1 |
| Firm change |
| Other |
| S••••••• I••••••••• S•••••••• I••• | T••••• A••••••• S•••••••• I••• | Dec 31, 2016 | Sep 20, 2016 | -102 | Bulk transfer | Other |