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Advisor at TOEWS ASSET MANAGEMENT
NORTHFIELD, NJ
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 |
|---|---|---|---|---|---|---|
| TOEWS ASSET MANAGEMENT | Asset manager | Nov 28, 2023 | n/a | yes | NORTHFIELD, NJ | Current employment |
| VIRTUS INVESTMENT ADVISERS, LLC | Asset manager | Mar 1, 2021 | Sep 7, 2022 | no | NEW YORK, NY|HARTFORD, CT | Previous registration |
| CLEARBRIDGE INVESTMENTS, LLC | Mixed wealth | Dec 24, 2013 | Jan 7, 2015 | no | NEW YORK, NY | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | May 15, 2013 | Nov 12, 2013 | no | PENNINGTON, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VIRTUS INVESTMENT ADVISERS, LLC | TOEWS ASSET MANAGEMENT | Sep 7, 2022 | Nov 28, 2023 | 447 | Firm change after gap | Other |
| CLEARBRIDGE INVESTMENTS, LLC | VIRTUS INVESTMENT ADVISERS, LLC | Jan 7, 2015 | Mar 1, 2021 | 2,245 | Firm change after gap | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CLEARBRIDGE INVESTMENTS, LLC | Nov 12, 2013 | Dec 24, 2013 | 42 | Firm change | Other |