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Advisor at BILTMORE FAMILY OFFICE, LLC
CHARLOTTE, NC
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 |
|---|---|---|---|---|---|---|
| BILTMORE FAMILY OFFICE, LLC | Independent wealth | May 1, 2013 | n/a | yes | CHARLOTTE, NC | Current employment |
| GENSPRING CHARLESTON, LLC | n/a | Jan 12, 2010 | Mar 30, 2011 | no | PALM BEACH GARDENS, FL | Previous registration |
| GFO ADVISORY SERVICES, LLC | Asset manager | Dec 21, 2006 | Sep 10, 2012 | no | GREENWICH, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GFO ADVISORY SERVICES, LLC | GENSPRING CHARLESTON, LLC | Sep 10, 2012 | Jan 12, 2010 | -972 | Firm change after gap | Other |
| GENSPRING CHARLESTON, LLC | BILTMORE FAMILY OFFICE, LLC | Mar 30, 2011 | May 1, 2013 | 763 | Firm change after gap | Other |