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Reading the graph
Advisor at CORIENT
San Francisco, 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 |
|---|---|---|---|---|---|---|
| Corient | Independent wealth | Nov 6, 2024 | n/a | yes | San Francisco, CA | Current employment |
| ENSEMBLE CAPITAL MANAGEMENT, LLC | Former SEC adviser | Jun 7, 2023 | Nov 13, 2024 | no | SAN FRANCISCO, CA | Previous registration |
| ASSET DEDICATION, LLC | Independent wealth | May 5, 2022 | May 9, 2023 | no | SAN FRANCISCO, CA | Previous registration |
| ASSET DEDICATION, LLC | Independent wealth | Nov 3, 2015 | Dec 31, 2021 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ENSEMBLE CAPITAL MANAGEMENT, LLC | Corient | Nov 13, 2024 | Nov 6, 2024 | -7 | Firm change | RIA to RIA |
| ASSET DEDICATION, LLC | ENSEMBLE CAPITAL MANAGEMENT, LLC | May 9, 2023 | Jun 7, 2023 | 29 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 107213:319448:CA:2024-11-13 | Nov 13, 2024 | Nov 6, 2024 | SAN FRANCISCO, CA | Firm change |