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Advisor at MARINER
Sandy Springs, 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 |
|---|---|---|---|---|---|---|
| Mariner | Bd affiliated wealth | Nov 8, 2021 | n/a | yes | Sandy Springs, GA | Current employment |
| HOMRICH BERG | Former SEC adviser | Jul 6, 2018 | Oct 29, 2021 | no | ATLANTA, GA | Previous registration |
| WELLSPRING WEALTH MANAGEMENT LLC | Independent wealth | Jul 28, 2010 | Jul 30, 2015 | no | ALPHARETTA, GA | Previous registration |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | Bd affiliated wealth | Feb 2, 2007 | Nov 24, 2008 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HOMRICH BERG | Mariner | Oct 29, 2021 | Nov 8, 2021 | 10 | Firm change | RIA to ibd |
| WELLSPRING WEALTH MANAGEMENT LLC | HOMRICH BERG | Jul 30, 2015 | Jul 6, 2018 | 1,072 | Firm change after gap | Other |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | WELLSPRING WEALTH MANAGEMENT LLC | Nov 24, 2008 | Jul 28, 2010 | 611 | Firm change after gap | Other |