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Advisor at VERSANT CAPITAL MANAGEMENT, INC.
PHOENIX, AZ
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 |
|---|---|---|---|---|---|---|
| VERSANT CAPITAL MANAGEMENT, INC. | Independent wealth | May 25, 2023 | n/a | yes | PHOENIX, AZ | Current employment |
| HIGHTOWER ADVISORS, LLC | Bd affiliated wealth | Mar 8, 2021 | May 31, 2023 | no | Los Angeles, CA | Previous registration |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Feb 9, 2021 | Mar 1, 2021 | no | SCOTTSDALE, AZ | Previous registration |
| EMPIRICAL WEALTH MANAGEMENT | Independent wealth | Jan 8, 2018 | May 12, 2020 | no | Portland, OR|Portland, OR|SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | VERSANT CAPITAL MANAGEMENT, INC. | May 31, 2023 | May 25, 2023 | -6 | Firm change | Ibd to RIA |
| MERCER GLOBAL ADVISORS INC. | HIGHTOWER ADVISORS, LLC | Mar 1, 2021 | Mar 8, 2021 | 7 | Firm change | RIA to ibd |
| EMPIRICAL WEALTH MANAGEMENT | MERCER GLOBAL ADVISORS INC. | May 12, 2020 | Feb 9, 2021 | 273 | Firm change | RIA to RIA |