DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 158999
ZELIENOPLE, 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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| KEVIN EARL PHILLIS | Chartered Financial Consultant | ZELIENOPLE, PA | 14 | 42 | n/a | yes |
| ROBERT DOUGLAS FALK | Certified Financial Planner | ZELIENOPLE, PA | 14 | 40 | 1 | no |
| TYLER DOUGLAS FALK | n/a | ZELIENOPLE, PA | 10 | 13 | n/a | no |
| Garrett Michael Bishop | n/a | ZELIENOPLE, PA | 5 | 10 | 1 | no |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | n/a | 0 | 0 | 0 | 0 | 2 |