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Reading the graph
Advisor at SAGE HILL CAPITAL
ANN ARBOR, MI
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 |
|---|---|---|---|---|---|---|
| SAGE HILL CAPITAL | Independent wealth | Dec 15, 2011 | n/a | yes | ANN ARBOR, MI | Current employment |
| TELEMUS INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Nov 4, 2010 | Apr 4, 2011 | no | SOUTHFIELD, MI | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | May 28, 2004 | Apr 2, 2007 | no | ANN ARBOR, MI|ANN ARBOR, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TELEMUS INVESTMENT MANAGEMENT, LLC | SAGE HILL CAPITAL | Apr 4, 2011 | Dec 15, 2011 | 255 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | TELEMUS INVESTMENT MANAGEMENT, LLC | Apr 2, 2007 | Nov 4, 2010 | 1,312 | Firm change after gap | Other |