DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MEEDER PUBLIC FUNDS, INC.
DUBLIN, OH | SALT LAKE CITY, UT
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 |
|---|---|---|---|---|---|---|
| MEEDER PUBLIC FUNDS, INC. | Institutional manager | Sep 9, 2022 | n/a | yes | SALT LAKE CITY, UT|DUBLIN, OH | Current employment |
| MORETON ASSET MANAGEMENT, LLC | Former SEC adviser | May 16, 2019 | Sep 6, 2022 | no | FARMINGTON, UT | Previous registration |
| MORETON ASSET MANAGEMENT, LLC | Former SEC adviser | Jun 23, 2015 | Dec 31, 2018 | no | FARMINGTON, UT | Previous registration |
| ZIONS CAPITAL ADVISORS, INC. | Institutional manager | Oct 20, 2008 | Jun 9, 2015 | no | SALT LAKE CITY, UT|SOUTH OGDEN, UT|SALT LAKE CITY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORETON ASSET MANAGEMENT, LLC | MEEDER PUBLIC FUNDS, INC. | Sep 6, 2022 | Sep 9, 2022 | 3 | Firm change | Other |
| ZIONS CAPITAL ADVISORS, INC. | MORETON ASSET MANAGEMENT, LLC | Jun 9, 2015 | Jun 23, 2015 | 14 | Firm change | Other |