DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at TRUEHAVEN CAPITAL
FRANKLIN, TN
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 |
|---|---|---|---|---|---|---|
| TRUEHAVEN CAPITAL | Independent wealth | Jul 19, 2024 | n/a | yes | FRANKLIN, TN | Current employment |
| BRS FINANCIAL LLC | Former SEC adviser | Apr 22, 2022 | Sep 13, 2024 | no | LITTLE ROCK, AR|Humacao, PR | Previous registration |
| SWAN GLOBAL INVESTMENTS, LLC | Other adviser | Aug 26, 2014 | Apr 1, 2022 | no | DURANGO, CO | Previous registration |
| CETERA ADVISOR NETWORKS LLC | Former SEC adviser | Aug 10, 2012 | Aug 8, 2014 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRS FINANCIAL LLC | TRUEHAVEN CAPITAL | Sep 13, 2024 | Jul 19, 2024 | -56 | Firm change after gap | RIA to new firm |
| SWAN GLOBAL INVESTMENTS, LLC | BRS FINANCIAL LLC | Apr 1, 2022 | Apr 22, 2022 | 21 | Firm change | RIA to RIA |
| CETERA ADVISOR NETWORKS LLC | SWAN GLOBAL INVESTMENTS, LLC | Aug 8, 2014 | Aug 26, 2014 | 18 | Firm change | Other |