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Advisor at CRESSET ASSET MANAGEMENT, LLC
CHICAGO, IL
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 |
|---|---|---|---|---|---|---|
| CRESSET ASSET MANAGEMENT, LLC | Independent wealth | Jun 11, 2018 | n/a | yes | CHICAGO, IL | Current employment |
| NEW MARKET WEALTH MANAGEMENT, LLC | Former SEC adviser | Jul 15, 2014 | Apr 13, 2018 | no | IRVINE, CA | Previous registration |
| ALLIANCEBERNSTEIN L.P. | Other adviser | Oct 11, 2011 | Jun 9, 2014 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEW MARKET WEALTH MANAGEMENT, LLC | CRESSET ASSET MANAGEMENT, LLC | Apr 13, 2018 | Jun 11, 2018 | 59 | Firm change | RIA to RIA |
| ALLIANCEBERNSTEIN L.P. | NEW MARKET WEALTH MANAGEMENT, LLC | Jun 9, 2014 | Jul 15, 2014 | 36 | Firm change | Other |