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Advisor at BRUTON CHISNELL ADVISORS, LLC
Barberton, OH | DOWNINGTOWN, 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 |
|---|---|---|---|---|---|---|
| BRUTON CHISNELL ADVISORS, LLC | Independent wealth | Mar 23, 2018 | n/a | yes | DOWNINGTOWN, PA|Barberton, OH | Current employment |
| BRUTON FINANCIAL ADVISORS, LLC | Former SEC adviser | Feb 2, 2018 | Mar 30, 2018 | no | Barberton, OH|DOWNINGTOWN, PA | Previous registration |
| SEQUOIA FINANCIAL GROUP, L.L.C. | Independent wealth | Nov 12, 2010 | Jan 17, 2018 | no | AKRON, OH | Previous registration |
| VALMARK ADVISERS, INC. | Bd affiliated wealth | Sep 22, 2006 | Dec 17, 2015 | no | AKRON, OH|AKRON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRUTON FINANCIAL ADVISORS, LLC | BRUTON CHISNELL ADVISORS, LLC | Mar 30, 2018 | Mar 23, 2018 | -7 | Firm change | RIA to RIA |
| SEQUOIA FINANCIAL GROUP, L.L.C. | BRUTON FINANCIAL ADVISORS, LLC | Jan 17, 2018 | Feb 2, 2018 | 16 | Firm change | Other |
| VALMARK ADVISERS, INC. | SEQUOIA FINANCIAL GROUP, L.L.C. | Dec 17, 2015 | Nov 12, 2010 | -1,861 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 127181:293192:PA:2018-03-30 | Mar 30, 2018 | Mar 23, 2018 | DOWNINGTOWN, PA | Firm change |