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Advisor at SHADE TREE ADVISORS LLC
SARATOGA SPRINGS, 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 |
|---|---|---|---|---|---|---|
| SHADE TREE ADVISORS LLC | Independent wealth | Sep 7, 2021 | n/a | yes | SARATOGA SPRINGS, NY | Current employment |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | May 9, 2014 | Sep 9, 2015 | no | NEW YORK, NY|Stamford, CT|New York, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | SHADE TREE ADVISORS LLC | Sep 9, 2015 | Sep 7, 2021 | 2,190 | Firm change after gap | Other |