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Advisor at KEEL POINT, LLC
VIENNA, VA
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 |
|---|---|---|---|---|---|---|
| KEEL POINT, LLC | Independent wealth | Jan 2, 2015 | n/a | yes | VIENNA, VA | Current employment |
| KEEL POINT ADVISORS, LLC | Former SEC adviser | Mar 31, 2006 | Dec 31, 2014 | no | VIENNA, VA | Previous registration |
| PRIVATE CONSULTING GROUP, INC. | n/a | Jun 2, 2004 | Mar 31, 2006 | no | ARLINGTON, VA|ARLINGTON, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KEEL POINT ADVISORS, LLC | KEEL POINT, LLC | Dec 31, 2014 | Jan 2, 2015 | 2 | Channel change | Other |
| PRIVATE CONSULTING GROUP, INC. | KEEL POINT ADVISORS, LLC | Mar 31, 2006 | Mar 31, 2006 | 0 | Firm change | Other |