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Advisor at FORTE ASSET MANAGEMENT, LLC
BEDFORD, 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 |
|---|---|---|---|---|---|---|
| FORTE ASSET MANAGEMENT, LLC | Independent wealth | Apr 21, 2022 | n/a | yes | BEDFORD, NY | Current employment |
| CREDIT SUISSE SECURITIES (USA) LLC | Former SEC adviser | Jan 17, 2003 | Apr 8, 2005 | no | NEW YORK, NY | Previous registration |
| PERSHING LLC | n/a | Jul 30, 2002 | Jan 17, 2003 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREDIT SUISSE SECURITIES (USA) LLC | FORTE ASSET MANAGEMENT, LLC | Apr 8, 2005 | Apr 21, 2022 | 6,222 | Firm change after gap | Other |
| PERSHING LLC | CREDIT SUISSE SECURITIES (USA) LLC | Jan 17, 2003 | Jan 17, 2003 | 0 | Bulk transfer | Other |