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Advisor at CRESSET ASSET MANAGEMENT, LLC
Nashville, TN | CHICAGO, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CRESSET ASSET MANAGEMENT, LLC | Independent wealth | May 2, 2023 | n/a | yes | Nashville, TN|CHICAGO, IL | Current employment |
| TRUE CAPITAL MANAGEMENT | Former SEC adviser | Apr 28, 2022 | May 8, 2023 | no | Nashville, TN|SAN FRANCISCO, CA | Previous registration |
| M HOLDINGS SECURITIES, INC. | Bd affiliated wealth | Sep 9, 2010 | Dec 15, 2022 | no | BRENTWOOD, TN|CHATTANOOGA, TN|NASHVILLE, TN | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Mar 15, 2004 | Sep 9, 2010 | no | NASHVILLE, TN|BRENTWOOD, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUE CAPITAL MANAGEMENT | CRESSET ASSET MANAGEMENT, LLC | May 8, 2023 | May 2, 2023 | -6 | Firm change | RIA to RIA |
| M HOLDINGS SECURITIES, INC. | TRUE CAPITAL MANAGEMENT | Dec 15, 2022 | Apr 28, 2022 | -231 | Firm change after gap | Ibd to RIA |
| SECURIAN FINANCIAL SERVICES, INC. | M HOLDINGS SECURITIES, INC. | Sep 9, 2010 | Sep 9, 2010 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 142962:288566:CA:2023-05-08 | May 8, 2023 | May 2, 2023 | SAN FRANCISCO, CA | Firm change |
| 43285:142962:TN:2022-12-15 | Dec 15, 2022 | Apr 28, 2022 | NASHVILLE, TN | Firm change after gap |