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Advisor at CARY STREET PARTNERS
Glen Allen, VA
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 |
|---|---|---|---|---|---|---|
| CARY STREET PARTNERS | Bd affiliated wealth | Apr 9, 2018 | n/a | yes | Glen Allen, VA | Current employment |
| EDELMAN FINANCIAL SERVICES, LLC | Former SEC adviser | Jul 22, 2009 | May 2, 2018 | no | HENRICO, VA|FAIRFAX, VA | Previous registration |
| EDELMAN FINANCIAL ADVISORS LLC | n/a | Jun 11, 2008 | Jul 20, 2009 | no | RICHMOND, VA|FAIRFAX, VA | Previous registration |
| WEALTHCARE CAPITAL MANAGEMENT LLC | Independent wealth | Nov 8, 2004 | May 13, 2008 | no | RICHMOND, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDELMAN FINANCIAL SERVICES, LLC | CARY STREET PARTNERS | May 2, 2018 | Apr 9, 2018 | -23 | Firm change | Ibd to ibd |
| EDELMAN FINANCIAL ADVISORS LLC | EDELMAN FINANCIAL SERVICES, LLC | Jul 20, 2009 | Jul 22, 2009 | 2 | Firm change | Other |
| WEALTHCARE CAPITAL MANAGEMENT LLC | EDELMAN FINANCIAL ADVISORS LLC | May 13, 2008 | Jun 11, 2008 | 29 | Firm change | Other |