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Advisor at SEI INVESTMENTS MANAGEMENT CORP
Cincinnati, OH | OAKS, PA
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 |
|---|---|---|---|---|---|---|
| SEI INVESTMENTS MANAGEMENT CORP | Mixed wealth | Oct 20, 2022 | n/a | yes | Cincinnati, OH|OAKS, PA | Current employment |
| LINCOLN INVESTMENT | Independent wealth | Sep 5, 2018 | Oct 10, 2022 | no | CINCINNATI, OH|Cincinnatti, OH|Fort Washington, PA|PALM BEACH GARDENS, FL | Previous registration |
| LINCOLN INVESTMENT | Independent wealth | Feb 12, 2015 | Feb 26, 2018 | no | CINCINNATI, OH | Previous registration |
| SIMPLY MONEY ADVISORS | Former SEC adviser | May 31, 2005 | Nov 24, 2014 | no | CINCINNATI, OH|CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LINCOLN INVESTMENT | SEI INVESTMENTS MANAGEMENT CORP | Oct 10, 2022 | Oct 20, 2022 | 10 | Firm change | Other |
| SIMPLY MONEY ADVISORS | LINCOLN INVESTMENT | Nov 24, 2014 | Feb 12, 2015 | 80 | Firm change | Other |