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Advisor at ASPIRIANT, LLC
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 |
|---|---|---|---|---|---|---|
| ASPIRIANT, LLC | Independent wealth | Aug 11, 2023 | n/a | yes | LOS ANGELES, CA|LOS ANGELES, CA | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Apr 24, 2019 | Apr 14, 2023 | no | CHAPEL HILL, NC|CHAPEL HILL, NC|ATLANTA, GA | Previous registration |
| GFO ADVISORY SERVICES, LLC | Asset manager | Nov 18, 2015 | Dec 31, 2017 | no | Atlanta, GA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 23, 2014 | Aug 17, 2015 | no | ATLANTA, GA|NEW YORK, NY|ATLANTA, GA | Previous registration |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | Bd affiliated wealth | May 15, 2012 | Dec 17, 2014 | no | ATLANTA, GA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 14, 2009 | Apr 16, 2012 | no | NEW YORK, NY|ATLANTA|NEW YORK, NY | Previous registration |
| GFO ADVISORY SERVICES, LLC | Asset manager | Sep 27, 2006 | Oct 28, 2009 | no | GREENWICH, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | ASPIRIANT, LLC | Apr 14, 2023 | Aug 11, 2023 | 119 | Firm change | Ibd to RIA |
| GFO ADVISORY SERVICES, LLC | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2017 | Apr 24, 2019 | 479 | Firm change after gap | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | GFO ADVISORY SERVICES, LLC | Aug 17, 2015 | Nov 18, 2015 | 93 | Firm change | Other |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Dec 17, 2014 | Dec 23, 2014 | 6 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | GOLDMAN SACHS WEALTH SERVICES, L.P. | Apr 16, 2012 | May 15, 2012 | 29 | Firm change | Other |
| GFO ADVISORY SERVICES, LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Oct 28, 2009 | Oct 14, 2009 | -14 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109278:283390:GA:2017-12-31 | Dec 31, 2017 | Apr 24, 2019 | ATLANTA, GA | Firm change after gap |