DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Advisor at B• R•••• W••••• A•••••••• I•••
Hagerstown, 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 |
|---|---|---|---|---|---|---|
| B• R•••• W••••• A•••••••• I••• | Bd affiliated wealth | Jan 16, 2025 | n/a | yes | Hagerstown, MD | Current employment |
| R•• C•••••• M••••••• L•• | National bd RIA | Mar 13, 2009 | Aug 27, 2009 | no | HAGERSTOWN, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| R•• C•••••• M••••••• L•• | B• R•••• W••••• A•••••••• I••• | Aug 27, 2009 | Jan 16, 2025 | 5,621 | Firm change after gap | Ibd to ibd |
| F•••••• B•••• W••••• L•• | R•• C•••••• M••••••• L•• | Mar 13, 2009 | Mar 13, 2009 |
| F•••••• B•••• W••••• L•• | n/a | Mar 27, 2002 | Mar 13, 2009 | no | HAGERSTOWN, MD|HAGERSTOWN, MD | Previous registration |
| 0 |
| Bulk transfer |
| Other |