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Advisor at PRIVATE ADVISOR GROUP, LLC
Bedminster, NJ | MORRISTOWN, NJ
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 |
|---|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | Bd affiliated wealth | May 5, 2026 | n/a | yes | Bedminster, NJ|MORRISTOWN, NJ | Current employment |
| VICTORY CAPITAL MANAGEMENT INC. | Asset manager | Aug 14, 2025 | May 5, 2026 | no | SAN ANTONIO, TX|Basking Ridge, NJ | Previous registration |
| AMUNDI ASSET MANAGEMENT US, INC. | Former SEC adviser | Jan 4, 2021 | Apr 25, 2025 | no | BOSTON, MA | Previous registration |
| AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC. | Former SEC adviser | Apr 23, 2018 | Dec 31, 2020 | no | BOSTON, MA | Previous registration |
| PUTNAM INVESTMENT MANAGEMENT, LLC | Asset manager | Feb 17, 2015 | Apr 16, 2018 | no | ANDOVER, MA|BOSTON, MA | Previous registration |
| AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC. | Former SEC adviser | Aug 24, 2009 | Jan 14, 2015 | no | BOSTON, MA | Previous registration |
| COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | Asset manager | Dec 24, 2008 | May 19, 2009 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC. | PRIVATE ADVISOR GROUP, LLC | May 5, 2026 | May 5, 2026 | 0 | Firm change | Other |
| AMUNDI ASSET MANAGEMENT US, INC. | VICTORY CAPITAL MANAGEMENT INC. | Apr 25, 2025 | Aug 14, 2025 | 111 | Bulk transfer | Other |
| AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC. | AMUNDI ASSET MANAGEMENT US, INC. | Dec 31, 2020 | Jan 4, 2021 | 4 | Bulk transfer | Other |
| PUTNAM INVESTMENT MANAGEMENT, LLC | AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC. | Apr 16, 2018 | Apr 23, 2018 | 7 | Firm change | Other |
| AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC. | PUTNAM INVESTMENT MANAGEMENT, LLC | Jan 14, 2015 | Feb 17, 2015 | 34 | Firm change | Other |
| COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC. | May 19, 2009 | Aug 24, 2009 | 97 | Firm change | Other |