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Advisor at VERSANT CAPITAL MANAGEMENT, INC.
PHOENIX, AZ
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 |
|---|---|---|---|---|---|---|
| VERSANT CAPITAL MANAGEMENT, INC. | Independent wealth | Aug 19, 2010 | n/a | yes | PHOENIX, AZ | Current employment |
| GFO ADVISORY SERVICES, LLC | Asset manager | Feb 21, 2008 | Jul 9, 2010 | no | GREENWICH, CT | Previous registration |
| INLIGN WEALTH MANAGEMENT, LLC | n/a | Jan 23, 2004 | May 1, 2008 | no | PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GFO ADVISORY SERVICES, LLC | VERSANT CAPITAL MANAGEMENT, INC. | Jul 9, 2010 | Aug 19, 2010 | 41 | Firm change | Other |
| INLIGN WEALTH MANAGEMENT, LLC | GFO ADVISORY SERVICES, LLC | May 1, 2008 | Feb 21, 2008 | -70 | Firm change after gap | Other |