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Advisor at FIDUCIENT ADVISORS LLC
CHICAGO, IL
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 |
|---|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | Mixed wealth | Apr 16, 2015 | n/a | yes | CHICAGO, IL | Current employment |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | Bd affiliated wealth | Mar 5, 2004 | Aug 15, 2007 | no | LAKE FOREST, IL | Previous registration |
| PATHFINDER ADVISORY, INC. | Independent wealth | Dec 3, 2002 | Dec 1, 2003 | no | ROCKFORD, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS WEALTH SERVICES, L.P. | FIDUCIENT ADVISORS LLC | Aug 15, 2007 | Apr 16, 2015 | 2,801 | Firm change after gap | Other |
| PATHFINDER ADVISORY, INC. | GOLDMAN SACHS WEALTH SERVICES, L.P. | Dec 1, 2003 | Mar 5, 2004 | 95 | Firm change | Other |