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Advisor at TOWNSQUARE CAPITAL, LLC
LEHI, UT
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 |
|---|---|---|---|---|---|---|
| TOWNSQUARE CAPITAL, LLC | Asset manager | Nov 1, 2017 | n/a | yes | LEHI, UT | Current employment |
| ALLEGIS INVESTMENT ADVISORS, LLC | Former SEC adviser | Nov 13, 2013 | May 17, 2018 | no | SOUTH JORDAN, UT|IDAHO FALLS, ID | Previous registration |
| OAK LANE ADVISORS | Independent wealth | Nov 23, 2010 | Nov 6, 2013 | no | CENTERVILLE, UT | Previous registration |
| INSPHERE SECURITIES, INC. | n/a | Oct 1, 2007 | Nov 1, 2010 | no | SALT LAKE CITY, UT|MESA, AZ|SALT LAKE CITY, UT | Previous registration |
| ALLEGIS ADVISORS, INC. | n/a | Aug 26, 2004 | Oct 3, 2007 | no | SALT LAKE CITY, UT | Previous registration |
| THE INSIGHT GROUP, INC. | Former SEC adviser | Jan 23, 2003 | Aug 2, 2004 | no | SALT LAKE CITY, UT | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 21, 1995 | Jan 2, 2003 | no | SALT LAKE CITY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALLEGIS INVESTMENT ADVISORS, LLC | TOWNSQUARE CAPITAL, LLC | May 17, 2018 | Nov 1, 2017 | -197 | Firm change after gap | Other |
| OAK LANE ADVISORS | ALLEGIS INVESTMENT ADVISORS, LLC | Nov 6, 2013 | Nov 13, 2013 | 7 | Firm change | Other |
| INSPHERE SECURITIES, INC. | OAK LANE ADVISORS | Nov 1, 2010 | Nov 23, 2010 | 22 | Firm change | Other |
| ALLEGIS ADVISORS, INC. | INSPHERE SECURITIES, INC. | Oct 3, 2007 | Oct 1, 2007 | -2 | Firm change | Other |
| THE INSIGHT GROUP, INC. | ALLEGIS ADVISORS, INC. | Aug 2, 2004 | Aug 26, 2004 | 24 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | THE INSIGHT GROUP, INC. | Jan 2, 2003 | Jan 23, 2003 | 21 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 157314:288576:ID:2018-04-25 | May 17, 2018 | Nov 1, 2017 | IDAHO FALLS, ID | Firm change after gap |