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Advisor at NATIXIS ADVISORS, LLC
Waxhaw, NC | BOSTON, MA
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 |
|---|---|---|---|---|---|---|
| NATIXIS ADVISORS, LLC | Bd affiliated wealth | Aug 14, 2026 | n/a | yes | BOSTON, MA|Waxhaw, NC | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 3, 2015 | Aug 17, 2026 | no | FORT MILL, SC|WAXHAW, NC | Previous registration |
| CONSOLIDATED PORTFOLIO REVIEW CORP | Independent wealth | Jan 22, 2015 | Jul 13, 2015 | no | CHARLOTTE, NC|WOODBURY, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | NATIXIS ADVISORS, LLC | Aug 17, 2026 | Aug 14, 2026 | -3 | Firm change | Ibd to ibd |
| CONSOLIDATED PORTFOLIO REVIEW CORP | LPL FINANCIAL LLC | Jul 13, 2015 | Aug 3, 2015 | 21 | Firm change | Other |