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Advisor at SIGNATUREFD, LLC
ATLANTA, 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 |
|---|---|---|---|---|---|---|
| SIGNATUREFD, LLC | Independent wealth | Mar 30, 2023 | n/a | yes | ATLANTA, GA | Current employment |
| BERMAN CAPITAL ADVISORS, LLC | Former SEC adviser | Sep 26, 2017 | Mar 7, 2019 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BERMAN CAPITAL ADVISORS, LLC | SIGNATUREFD, LLC | Mar 7, 2019 | Mar 30, 2023 | 1,484 | Firm change after gap | RIA to RIA |