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Advisor at POPA FINANCIAL SERVICES, INC.
BETHEL PARK, PA | Pittsburgh, PA
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 |
|---|---|---|---|---|---|---|
| POPA FINANCIAL SERVICES, INC. | State registered | Jan 8, 2019 | n/a | yes | Pittsburgh, PA|BETHEL PARK, PA | Current employment |
| VENN WEALTH & BENEFIT SERVICES, LLC | State registered | Jul 16, 2015 | Dec 5, 2018 | no | ALTOONA, PA|Pittsburgh, PA | Previous registration |
| DUNMOYLE CAPITAL ADVISORS, LLC | Former SEC adviser | Nov 29, 2010 | May 29, 2015 | no | PITTSBURGH, PA | Previous registration |
| BPU INVESTMENT MANAGEMENT, INC. | Former SEC adviser | Mar 11, 2009 | Mar 31, 2010 | no | PITTSBURGH, PA|PITTSBURGH, PA | Previous registration |
| PARAGON WEALTH MANAGEMENT, LLC | n/a | Feb 9, 2006 | Feb 13, 2009 | no | PITTSBURGH, PA | Previous registration |
| HERITAGE CAPITAL MANAGEMENT, LLC | n/a | Apr 17, 2003 | May 2, 2005 | no | TUCSON, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VENN WEALTH & BENEFIT SERVICES, LLC | POPA FINANCIAL SERVICES, INC. | Dec 5, 2018 | Jan 8, 2019 | 34 | Firm change | Other |
| DUNMOYLE CAPITAL ADVISORS, LLC | VENN WEALTH & BENEFIT SERVICES, LLC | May 29, 2015 | Jul 16, 2015 | 48 | Firm change | Other |
| BPU INVESTMENT MANAGEMENT, INC. | DUNMOYLE CAPITAL ADVISORS, LLC | Mar 31, 2010 | Nov 29, 2010 | 243 | Firm change | Other |
| PARAGON WEALTH MANAGEMENT, LLC | BPU INVESTMENT MANAGEMENT, INC. | Feb 13, 2009 | Mar 11, 2009 | 26 | Firm change | Other |
| HERITAGE CAPITAL MANAGEMENT, LLC | PARAGON WEALTH MANAGEMENT, LLC | May 2, 2005 | Feb 9, 2006 | 283 | Firm change | Other |