DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at POLARIS ASSET MANAGEMENT, LLC
SUGAR HILL, GA
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 |
|---|---|---|---|---|---|---|
| POLARIS ASSET MANAGEMENT, LLC | State registered | Aug 24, 2022 | n/a | yes | SUGAR HILL, GA | Current employment |
| AXIOM ASSET MANAGEMENT, LLC | n/a | Feb 28, 2020 | Dec 18, 2020 | no | SUGAR HILL, GA | Previous registration |
| ACTIFY INVESTOR RETIREMENTS, LLC | State registered | Jan 26, 2018 | Feb 13, 2019 | no | PEACHTREE CORNERS, GA | Previous registration |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | May 26, 2016 | Jun 15, 2016 | no | JOHNS CREEK, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AXIOM ASSET MANAGEMENT, LLC | POLARIS ASSET MANAGEMENT, LLC | Dec 18, 2020 | Aug 24, 2022 | 614 | Firm change after gap | Other |
| ACTIFY INVESTOR RETIREMENTS, LLC | AXIOM ASSET MANAGEMENT, LLC | Feb 13, 2019 | Feb 28, 2020 | 380 | Firm change | Other |
| PARK AVENUE SECURITIES LLC | ACTIFY INVESTOR RETIREMENTS, LLC | Jun 15, 2016 | Jan 26, 2018 | 590 | Firm change after gap | Other |