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Advisor at BALENTINE
ATLANTA, GA
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 |
|---|---|---|---|---|---|---|
| Balentine | Independent wealth | Mar 3, 2025 | n/a | yes | ATLANTA, GA | Current employment |
| ENSEMBLE CAPITAL MANAGEMENT, LLC | Former SEC adviser | Feb 3, 2021 | Feb 9, 2023 | no | SAN FRANCISCO, CA | Previous registration |
| GHP INVESTMENT ADVISORS INC | Independent wealth | Jan 22, 2021 | Jan 22, 2021 | no | DENVER, CO | Previous registration |
| GHP INVESTMENT ADVISORS INC | Independent wealth | Mar 3, 2015 | Dec 31, 2020 | no | DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ENSEMBLE CAPITAL MANAGEMENT, LLC | Balentine | Feb 9, 2023 | Mar 3, 2025 | 753 | Firm change after gap | RIA to RIA |
| GHP INVESTMENT ADVISORS INC | ENSEMBLE CAPITAL MANAGEMENT, LLC | Jan 22, 2021 | Feb 3, 2021 | 12 | Firm change | RIA to RIA |