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Advisor at COMMERCE ADVISORS, LLC
MEMPHIS, 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 |
|---|---|---|---|---|---|---|
| COMMERCE ADVISORS, LLC | Independent wealth | Jul 29, 2026 | n/a | yes | MEMPHIS, TN | Current employment |
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | Institutional manager | Jul 31, 2019 | Jul 2, 2024 | no | Memphis, TN|CLEVELAND, OH|Memphis, TN | Previous registration |
| GAVION, LLC | Former SEC adviser | Oct 3, 2013 | Dec 11, 2019 | no | MEMPHIS, TN | Previous registration |
| COMMERCE ADVISORS, LLC | Independent wealth | Oct 13, 2009 | Jul 12, 2012 | no | MEMPHIS, TN | Previous registration |
| CONSULTING SERVICES GROUP, LLC | Former SEC adviser | Feb 29, 2000 | Sep 19, 2013 | no | MEMPHIS, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | COMMERCE ADVISORS, LLC | Jul 2, 2024 | Jul 29, 2026 | 757 | Firm change after gap | Other |
| GAVION, LLC | CBIZ INVESTMENT ADVISORY SERVICES, LLC | Dec 11, 2019 | Jul 31, 2019 | -133 | Firm change after gap | Other |
| CONSULTING SERVICES GROUP, LLC | COMMERCE ADVISORS, LLC | Sep 19, 2013 | Oct 13, 2009 | -1,437 | Firm change after gap | Other |
| COMMERCE ADVISORS, LLC | GAVION, LLC | Jul 12, 2012 | Oct 3, 2013 | 448 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 167807:286002:TN:2019-12-11 | Dec 11, 2019 | Jul 31, 2019 | MEMPHIS, TN | Firm change after gap |