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Reading the graph
Advisor at SAPIENT CAPITAL LLC
INDIANAPOLIS, IN
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 |
|---|---|---|---|---|---|---|
| SAPIENT CAPITAL LLC | Independent wealth | Mar 25, 2025 | n/a | yes | INDIANAPOLIS, IN | Current employment |
| MORGAN STANLEY | Wirehouse | Nov 10, 2019 | Mar 13, 2025 | no | Dallas, TX|Southlake, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | SAPIENT CAPITAL LLC | Mar 13, 2025 | Mar 25, 2025 | 12 | Firm change | Wirehouse to RIA |