ADVISOR BIO

R.thomas Edwards jr. has been a registered investment advisor since 1979, and has over 43 years of experience in the financial services industry. Edwards jr. is currently a Registered Representative and Investment Advisor Representative of Davenport & Co. LLC. Edwards jr. is registered in several states and has a variety of licenses and certifications, including Series 3, 7, 63, 65, and SIE. Edwards jr. provides a wide range of financial services to individuals, families, and businesses, including portfolio management, financial planning, and investment advisory services.

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ADVISOR BIO

Ruairi Chapman is a financial advisor who works for Alta Capital Management LLC. Ruairi is licensed to provide investment advice in Utah, Idaho, Nevada and Washington. Ruairi is an experienced advisor with prior experience at Goldman Sachs & Co. LLC and Fidelity Brokerage Services LLC. Ruairi is dedicated to providing financial advice to individuals, families, businesses, and investment companies. Alta Capital Management LLC is a financial advisory firm located in Salt Lake City, UT. The firm provides financial planning, portfolio management, and selection of other advisers services to individuals, families, businesses, investment companies and pooled investment vehicles.

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ADVISOR BIO

Ruben Margolis is an Investment Advisor Representative at Corient. Ruben has been in the industry since January 2006. Ruben holds the Series 65, Series 7 and SIE licenses. Corient provides advisory services including: portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for businesses, selection of other advisors, publication of periodicals, market timing services, educational seminars, pension consulting, and financial planning.

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ADVISOR BIO

Ruben Hernandez is a financial advisor who has been active in the industry since August 1994. Ruben is currently registered with Boreal Capital Management LLC. Ruben has held previous positions with BETA CAPITAL MANAGEMENT, L.P., STANDARD NEW YORK SECURITIES, INC., DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION and MORGAN STANLEY & CO., INCORPORATED. Ruben has passed the Uniform Investment Adviser Law Examination, Uniform Securities Agent State Law Examination, Registered Options Principal Examination, Securities Trader Exam, Securities Industry Essentials Examination, Limited Representative-Equity Trader Exam, and the General Securities Representative Examination.

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ADVISOR BIO

Ruben Adolfo Milla is a registered representative with Goldman Sachs & Co. LLC, a broker-dealer firm. Ruben has been in the industry since 2012, previously working at Goldman Sachs Execution & Clearing, L.P. Ruben holds Series 99 and SIE licenses.

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ADVISOR BIO

Ruben Rivas is a registered Investment Advisor Representative with Kovitz Investment Group Partners, LLC in Milwaukee, WI. Ruben has been in the securities industry since December 2013. Ruben has Series 7, Series 66, and SIE licenses. Previously, Ruben was employed with U.S. Bancorp Investments, Inc. and Robert W. Baird & Co. Incorporated. Ruben is a specialist in: portfolio management for individuals, portfolio management for businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, financial planning, pension consulting and educational seminars.

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ADVISOR BIO

Ruben Ferrer is a financial advisor with Alliancebernstein LP in Miami, FL. Ruben has been in the financial services industry since March 8, 2019 and has held prior roles at J.P. Morgan Securities LLC, Morgan Stanley, and Citigroup Global Markets Inc. Ruben Ferrer has experience providing financial advice and portfolio management services to individuals, businesses, and institutional clients. Ruben Ferrer is registered with FINRA and holds the Series 7, Series 66, and SIE licenses.

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ADVISOR BIO

Ruben Andres Dinamarca Araneda is a financial advisor based in Miami, Florida. Ruben is registered with Andbanc Advisory LLC and previously was registered with Amerant Investments, Inc. Ruben has been in the industry since 2014. Ruben's qualifications include passing the Series 63, Series 27, Series 4, Series 24, Series 99TO, SIE, Series 52, Series 87, Series 86 and Series 7 exams. Ruben is a Chartered Financial Analyst.

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ADVISOR BIO

Rubiyath Doha is a licensed securities professional with over 7 years of experience in the financial industry. Rubiyath has worked for both J.P. Morgan Securities LLC and HSBC Securities (USA) Inc., holding positions in New York City and Buffalo, New York. Rubiyath is currently registered with HSBC Securities (USA) Inc. in Buffalo, NY. Rubiyath holds the Series 6, Series 63, and SIE exams.

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ADVISOR BIO

Ruby Delilah Lambrecht is a registered representative with Vanguard Advisers, Inc. and has been in the industry for over 3 years. Ruby holds Series 7, 63, and SIE licenses. Ruby Lambrecht is registered to offer securities in 53 states. Ruby is also licensed to sell insurance in Arizona. Ruby has a wide range of experience, having previously worked with Connecticut College and Credo High School.

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