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Advisor at SAGE RHINO CAPITAL LLC
MENLO PARK, CA
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 |
|---|---|---|---|---|---|---|
| SAGE RHINO CAPITAL LLC | Independent wealth | Dec 15, 2017 | n/a | yes | MENLO PARK, CA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 14, 2016 | Dec 19, 2017 | no | PALO ALTO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | SAGE RHINO CAPITAL LLC | Dec 19, 2017 | Dec 15, 2017 | -4 | Firm change | Wirehouse to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:290148:CA:2017-12-19 | Dec 19, 2017 | Dec 15, 2017 | PALO ALTO, CA | Firm change |