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Advisor at BLUE SQUARE ASSET MANAGEMENT, LLC
NEW YORK, 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 |
|---|---|---|---|---|---|---|
| BLUE SQUARE ASSET MANAGEMENT, LLC | Independent wealth | Jul 21, 2021 | n/a | yes | NEW YORK, NY | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Nov 17, 2017 | Nov 16, 2018 | no | NEW YORK, NY|NEW YORK, NY | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Aug 29, 2014 | Dec 10, 2017 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | BLUE SQUARE ASSET MANAGEMENT, LLC | Nov 16, 2018 | Jul 21, 2021 | 978 | Firm change after gap | Ibd to RIA |
| UBS FINANCIAL SERVICES INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Dec 10, 2017 | Nov 17, 2017 | -23 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:296802:NY:2018-11-16 | Nov 16, 2018 | Jul 21, 2021 | NEW YORK, NY | Firm change after gap |
| 8174:149018:NY:2017-12-10 | Dec 10, 2017 | Nov 17, 2017 | NEW YORK, NY | Firm change |