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Advisor at DCM ADVISORS, LLC
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 |
|---|---|---|---|---|---|---|
| DCM ADVISORS, LLC | Other adviser | Jun 13, 2025 | n/a | yes | NEW YORK, NY | Current employment |
| SB ADVISORY, LLC | Independent wealth | May 8, 2024 | Oct 9, 2024 | no | ATLANTA, GA|Boston, MA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 21, 2017 | Mar 28, 2024 | no | WALTHAM, MA|Wellesley, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SB ADVISORY, LLC | DCM ADVISORS, LLC | Oct 9, 2024 | Jun 13, 2025 | 247 | Firm change | Other |
| MORGAN STANLEY | SB ADVISORY, LLC | Mar 28, 2024 | May 8, 2024 | 41 | Firm change | Wirehouse to RIA |