DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MANNING & NAPIER ADVISORS, LLC
Webster, NY | FAIRPORT, NY
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 |
|---|---|---|---|---|---|---|
| MANNING & NAPIER ADVISORS, LLC | Mixed wealth | Jul 31, 2021 | n/a | yes | FAIRPORT, NY|Webster, NY | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Nov 19, 2009 | May 15, 2012 | no | Rochester, NY | Previous registration |
| FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | Asset manager | Aug 13, 2009 | Dec 9, 2009 | no | NEW YORK, NY | Previous registration |
| FEDERATED INVESTMENT COUNSELING | Institutional manager | May 15, 2009 | Dec 9, 2009 | no | PITTSBURGH, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | MANNING & NAPIER ADVISORS, LLC | May 15, 2012 | Jul 31, 2021 | 3,364 | Firm change after gap | Wirehouse to RIA |
| FEDERATED INVESTMENT COUNSELING | FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | Dec 9, 2009 | Aug 13, 2009 | -118 | Firm change after gap | Other |
| FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | J.P. MORGAN SECURITIES LLC | Dec 9, 2009 | Nov 19, 2009 | -20 | Firm change | Other |