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Reading the graph
Advisor at INTELLIGENT INVESTING
GREENVILLE, SC
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 |
|---|---|---|---|---|---|---|
| INTELLIGENT INVESTING | State registered | May 1, 2017 | n/a | yes | GREENVILLE, SC | Current employment |
| PLANFIRST INC | Former SEC adviser | Nov 18, 2011 | May 23, 2017 | no | GREENVILLE, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PLANFIRST INC | INTELLIGENT INVESTING | May 23, 2017 | May 1, 2017 | -22 | Firm change | Other |