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Advisor at PARTNERS CAPITAL, LLC
Austin, TX | FRANKLIN, TN
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 |
|---|---|---|---|---|---|---|
| PARTNERS CAPITAL, LLC | State registered | Apr 10, 2024 | n/a | yes | FRANKLIN, TN|Austin, TX | Current employment |
| CAPITAL ADVISORS ASSET MANAGEMENT, INC. | n/a | Oct 3, 2003 | Aug 22, 2011 | no | WALNUT CREEK, CA | Previous registration |
| CAPITAL ADVISORS ASSET MANAGEMENT, INC. | n/a | Jan 1, 2003 | Dec 31, 2008 | no | PLEASANT HILL, CA | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | n/a | Jun 30, 2000 | Dec 31, 2002 | no | PLEASANT HILL, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL ADVISORS ASSET MANAGEMENT, INC. | PARTNERS CAPITAL, LLC | Aug 22, 2011 | Apr 10, 2024 | 4,615 | Firm change after gap | Other |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | CAPITAL ADVISORS ASSET MANAGEMENT, INC. | Dec 31, 2002 | Jan 1, 2003 | 1 | Firm change | Other |