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Advisor at FORESIGHT FINANCIAL SERVICES, LLC
LAUREL, MD
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 |
|---|---|---|---|---|---|---|
| FORESIGHT FINANCIAL SERVICES, LLC | State registered | Mar 22, 2021 | n/a | yes | LAUREL, MD | Current employment |
| MCLAUGHLIN RYDER INVESTMENTS, INC. | Independent wealth | Jun 6, 2016 | Feb 23, 2021 | no | CHESAPEAKE, VA|ALEXANDRIA, VA|ALEXANDRIA, VA | Previous registration |
| COBURN & MEREDITH, INC. | Former SEC adviser | Aug 31, 2010 | Nov 12, 2010 | no | ALEXANDRIA, VA | Previous registration |
| M&T SECURITIES, INC. | n/a | Aug 11, 2008 | Feb 17, 2010 | no | BALTIMORE, MD|BALTIMORE, MD|Baltimore, MD | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Sep 17, 2007 | Aug 11, 2008 | no | REISTERSTOWN, MD | Previous registration |
| MERCANTILE BROKERAGE SERVICES, INC. | n/a | Mar 31, 2004 | Sep 17, 2007 | no | REISTERSTOWN, MD|BALTIMORE, MD|BALTIMORE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MCLAUGHLIN RYDER INVESTMENTS, INC. | FORESIGHT FINANCIAL SERVICES, LLC | Feb 23, 2021 | Mar 22, 2021 | 27 | Firm change | RIA to state RIA |
| COBURN & MEREDITH, INC. | MCLAUGHLIN RYDER INVESTMENTS, INC. | Nov 12, 2010 | Jun 6, 2016 | 2,033 | Firm change after gap | Other |
| M&T SECURITIES, INC. | COBURN & MEREDITH, INC. | Feb 17, 2010 | Aug 31, 2010 | 195 | Firm change | Other |
| PNC WEALTH MANAGEMENT | M&T SECURITIES, INC. | Aug 11, 2008 | Aug 11, 2008 | 0 | Firm change | Other |
| MERCANTILE BROKERAGE SERVICES, INC. | PNC WEALTH MANAGEMENT | Sep 17, 2007 | Sep 17, 2007 | 0 | Firm change | Other |