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Advisor at DIVERSIFIED, LLC
Wayne, PA | WILMINGTON, DE
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 |
|---|---|---|---|---|---|---|
| DIVERSIFIED, LLC | Independent wealth | May 22, 2025 | n/a | yes | Wayne, PA|WILMINGTON, DE | Current employment |
| NEXWEALTH LLC | Independent wealth | Sep 3, 2024 | Aug 27, 2025 | no | PALM BEACH GARDENS, FL|Glen Mills, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEXWEALTH LLC | DIVERSIFIED, LLC | Aug 27, 2025 | May 22, 2025 | -97 | Firm change after gap | RIA to RIA |