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Advisor at KEY CAPITAL ADVISORS, INC.
Zurich | MIAMI, FL
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 |
|---|---|---|---|---|---|---|
| KEY CAPITAL ADVISORS, INC. | Former SEC adviser | Jun 19, 2017 | n/a | yes | MIAMI, FL|Zurich | Current employment |
| INTELLIGENT CAPITAL MANAGEMENT, LLC | n/a | Mar 13, 2009 | Jan 16, 2013 | no | MIAMI BEACH, FL | Previous registration |
| CREDIT SUISSE PRIVATE ADVISORS | Former SEC adviser | Dec 21, 2007 | Jul 3, 2008 | no | MIAMI, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INTELLIGENT CAPITAL MANAGEMENT, LLC | KEY CAPITAL ADVISORS, INC. | Jan 16, 2013 | Jun 19, 2017 | 1,615 | Firm change after gap | Other |
| CREDIT SUISSE PRIVATE ADVISORS | INTELLIGENT CAPITAL MANAGEMENT, LLC | Jul 3, 2008 | Mar 13, 2009 | 253 | Firm change | Other |