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Advisor at FACTORY CAPITAL LLC
Atlanta, GA | LOS ANGELES, CA
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 |
|---|---|---|---|---|---|---|
| FACTORY CAPITAL LLC | Independent wealth | Jul 13, 2026 | n/a | yes | LOS ANGELES, CA|Atlanta, GA | Current employment |
| CRESSET ASSET MANAGEMENT, LLC | Independent wealth | Aug 1, 2023 | Sep 18, 2024 | no | Atlanta, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CRESSET ASSET MANAGEMENT, LLC | FACTORY CAPITAL LLC | Sep 18, 2024 | Jul 13, 2026 | 663 | Firm change after gap | RIA to new firm |