DFX Intelligence
Reading the graph
Reading the graph
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Advisor at T••••••• I•••••••••
LONGBOAT KEY, 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 |
|---|---|---|---|---|---|---|
| T••••••• I••••••••• | State registered | Jan 1, 2026 | n/a | yes | LONGBOAT KEY, FL | Current employment |
| H• I••••••••• L•• | n/a | Jan 10, 2018 | Aug 28, 2022 | no | LONGBOAT KEY, FL |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| H• I••••••••• L•• | T••••••• I••••••••• | Aug 28, 2022 | Jan 1, 2026 | 1,222 | Firm change after gap | Other |
| F••• S•••••• A•••• M••••••••• I•• | H• I••••••••• L•• | Sep 30, 2004 | Aug 11, 2015 |
| H• I••••••••• L•• | n/a | Aug 11, 2015 | Dec 31, 2017 | no | LONGBOAT KEY, FL | Previous registration |
| F••• S•••••• A•••• M••••••••• I•• | n/a | Oct 25, 2000 | Sep 30, 2004 | no | WESTPORT, CT | Previous registration |
| F•••• M•••••• S••••••••• C•••• | n/a | Jan 18, 1996 | May 11, 2004 | no | WESTPORT, CT | Previous registration |
| 3,967 |
| Firm change after gap |
| Other |
| F•••• M•••••• S••••••••• C•••• | F••• S•••••• A•••• M••••••••• I•• | May 11, 2004 | Oct 25, 2000 | -1,294 | Firm change after gap | Other |