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Advisor at HAMILTON CAPITAL
COLUMBUS, OH
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 |
|---|---|---|---|---|---|---|
| HAMILTON CAPITAL | Independent wealth | Aug 26, 2019 | n/a | yes | COLUMBUS, OH | Current employment |
| WEALTHSTONE ADVISORS | Former SEC adviser | Sep 14, 2018 | Aug 16, 2019 | no | COLUMBUS, OH | Previous registration |
| HALITE PARTNERS, LLC | Former SEC adviser | Aug 9, 2017 | Aug 23, 2018 | no | COLUMBUS, OH | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 16, 2016 | Jun 27, 2017 | no | Columbus, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHSTONE ADVISORS | HAMILTON CAPITAL | Aug 16, 2019 | Aug 26, 2019 | 10 | Firm change | RIA to RIA |
| HALITE PARTNERS, LLC | WEALTHSTONE ADVISORS | Aug 23, 2018 | Sep 14, 2018 | 22 | Firm change | Other |
| MORGAN STANLEY | HALITE PARTNERS, LLC | Jun 27, 2017 | Aug 9, 2017 | 43 | Firm change | Wirehouse to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 289182:110725:OH:2018-08-23 | Aug 23, 2018 | Sep 14, 2018 | COLUMBUS, OH | Firm change |
| 149777:289182:OH:2017-06-27 | Jun 27, 2017 | Aug 9, 2017 | COLUMBUS, OH | Firm change |