DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at GENTRUST
MIAMI, 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 |
|---|---|---|---|---|---|---|
| Gentrust | Independent wealth | Oct 30, 2019 | n/a | yes | MIAMI, FL | Current employment |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Nov 18, 2013 | Nov 28, 2018 | no | Miami, FL|Miami, FL|Miami, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 8, 2012 | Oct 1, 2013 | no | CORAL GABLES, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | Gentrust | Nov 28, 2018 | Oct 30, 2019 | 336 | Firm change | Ibd to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CITIGROUP GLOBAL MARKETS INC. | Oct 1, 2013 | Nov 18, 2013 | 48 | Firm change | Other |