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Advisor at KEYVANTAGE WEALTH ADVISORS
Bethlehem, 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 |
|---|---|---|---|---|---|---|
| KEYVANTAGE WEALTH ADVISORS | Independent wealth | Aug 5, 2024 | n/a | yes | Bethlehem, PA | Current employment |
| VALLEY NATIONAL ADVISERS INC | Independent wealth | Jul 24, 2008 | Aug 6, 2024 | no | BETHLEHEM, PA | Previous registration |
| ANDESA STRATEGIES, INC. | n/a | Oct 14, 2004 | Nov 21, 2007 | no | ALLENTOWN, PA | Previous registration |
| ANDESA FINANCIAL MANAGEMENT, INC. | Former SEC adviser | Oct 1, 2004 | Nov 21, 2007 | no | ALLENTOWN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VALLEY NATIONAL ADVISERS INC | KEYVANTAGE WEALTH ADVISORS | Aug 6, 2024 | Aug 5, 2024 | -1 | Firm change | RIA to new firm |
| ANDESA STRATEGIES, INC. | VALLEY NATIONAL ADVISERS INC | Nov 21, 2007 | Jul 24, 2008 | 246 | Firm change | Other |
| ANDESA FINANCIAL MANAGEMENT, INC. | ANDESA STRATEGIES, INC. | Nov 21, 2007 | Oct 14, 2004 | -1,133 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110788:331996:PA:2024-08-06 | Aug 6, 2024 | Aug 5, 2024 | BETHLEHEM, PA | Firm change |