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Advisor at SILVERCREST ASSET MANAGEMENT GROUP LLC
San Diego, 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 |
|---|---|---|---|---|---|---|
| SILVERCREST ASSET MANAGEMENT GROUP LLC | Independent wealth | Jan 2, 2020 | n/a | yes | San Diego, CA | Current employment |
| NEOSHO CAPITAL LLC | Former SEC adviser | Apr 12, 2004 | Jan 25, 2019 | no | LA JOLLA, CA | Previous registration |
| BRANDES INVESTMENT PARTNERS, LP | Other adviser | Jan 29, 1997 | Dec 31, 2003 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEOSHO CAPITAL LLC | SILVERCREST ASSET MANAGEMENT GROUP LLC | Jan 25, 2019 | Jan 2, 2020 | 342 | Firm change | RIA to RIA |
| BRANDES INVESTMENT PARTNERS, LP | NEOSHO CAPITAL LLC | Dec 31, 2003 | Apr 12, 2004 | 103 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 130779:118333:CA:2019-01-25 | Jan 25, 2019 | Jan 2, 2020 | LA JOLLA, CA | Firm change |