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Advisor at BEATRICE ADVISORS LP
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 |
|---|---|---|---|---|---|---|
| BEATRICE ADVISORS LP | Independent wealth | Jan 5, 2025 | n/a | yes | NEW YORK, NY | Current employment |
| SHUFRO, ROSE & CO., LLC | Independent wealth | Mar 25, 2020 | Jan 16, 2024 | no | NEW YORK, NY | Previous registration |
| PLANTE MORAN FINANCIAL ADVISORS | Independent wealth | May 4, 2015 | Nov 14, 2019 | no | ANN ARBOR, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SHUFRO, ROSE & CO., LLC | BEATRICE ADVISORS LP | Jan 16, 2024 | Jan 5, 2025 | 355 | Firm change | RIA to RIA |
| PLANTE MORAN FINANCIAL ADVISORS | SHUFRO, ROSE & CO., LLC | Nov 14, 2019 | Mar 25, 2020 | 132 | Firm change | RIA to RIA |