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Advisor at CORIENT
ST. PETERSBURG, 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 |
|---|---|---|---|---|---|---|
| Corient | Independent wealth | Dec 14, 2022 | n/a | yes | ST. PETERSBURG, FL | Current employment |
| CI DOYLE PRIVATE WEALTH, LLC | Former SEC adviser | Jan 15, 2016 | Mar 31, 2023 | no | ST. PETERSBURG, FL | Previous registration |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Jul 24, 2015 | Nov 9, 2015 | no | SARASOTA, FL|Tampa, FL | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Apr 12, 2011 | Jul 14, 2015 | no | JACKSONVILLE, FL|VERO BEACH, FL|TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CI DOYLE PRIVATE WEALTH, LLC | Corient | Mar 31, 2023 | Dec 14, 2022 | -107 | Firm change after gap | RIA to RIA |
| MERCER GLOBAL ADVISORS INC. | CI DOYLE PRIVATE WEALTH, LLC | Nov 9, 2015 | Jan 15, 2016 | 67 | Firm change | Other |
| STRATEGIC ADVISERS LLC | MERCER GLOBAL ADVISORS INC. | Jul 14, 2015 | Jul 24, 2015 | 10 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134503:319448:FL:2023-03-31 | Mar 31, 2023 | Dec 14, 2022 | ST PETERSBURG, FL | Firm change after gap |