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Advisor at MAYFLOWER ADVISORS
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 |
|---|---|---|---|---|---|---|
| MAYFLOWER ADVISORS | Mixed wealth | Jul 13, 2021 | n/a | yes | BOSTON, MA | Current employment |
| Onedigital | Institutional manager | Jul 13, 2021 | Jul 14, 2021 | no | Boston, MA|OVERLAND PARK, KS | Previous registration |
| GREENLEAF ADVISORS | Former SEC adviser | Feb 26, 2019 | Jul 13, 2021 | no | RED BANK, NJ | Previous registration |
| ALPHA PENSION GROUP, INC. | Former SEC adviser | Jul 14, 2016 | Dec 24, 2018 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Onedigital | MAYFLOWER ADVISORS | Jul 14, 2021 | Jul 13, 2021 | -1 | Firm change | Other |
| GREENLEAF ADVISORS | Onedigital | Jul 13, 2021 | Jul 13, 2021 | 0 | Firm change | Other |
| ALPHA PENSION GROUP, INC. | GREENLEAF ADVISORS | Dec 24, 2018 | Feb 26, 2019 | 64 | Firm change | Other |