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Advisor at CORIENT
MORRISTOWN, NJ
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 |
|---|---|---|---|---|---|---|
| Corient | Independent wealth | Dec 12, 2022 | n/a | yes | MORRISTOWN, NJ | Current employment |
| Regentatlantic | Former SEC adviser | Jun 6, 2016 | Mar 31, 2023 | no | MORRISTOWN, NJ | Previous registration |
| MARINER WEALTH ADVISORS | Former SEC adviser | Dec 21, 2012 | May 9, 2016 | no | OVERLAND PARK, KS|MADISON, NJ | Previous registration |
| BRINTON EATON | Former SEC adviser | Oct 7, 2009 | Dec 31, 2012 | no | MADISON, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Regentatlantic | Corient | Mar 31, 2023 | Dec 12, 2022 | -109 | Bulk transfer | RIA to RIA |
| MARINER WEALTH ADVISORS | Regentatlantic | May 9, 2016 | Jun 6, 2016 | 28 | Firm change | Other |
| BRINTON EATON | MARINER WEALTH ADVISORS | Dec 31, 2012 | Dec 21, 2012 | -10 | Firm change | Other |