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Reading the graph
Advisor at FACET
Manassas, VA | WEST PALM BEACH, FL
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 |
|---|---|---|---|---|---|---|
| Facet | Independent wealth | Nov 7, 2017 | n/a | yes | WEST PALM BEACH, FL|Manassas, VA | Current employment |
| SAVANT WEALTH MANAGEMENT | Independent wealth | Jan 14, 2015 | Aug 16, 2017 | no | MCCLEAN, VA|ROCKFORD, IL | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Aug 19, 2010 | Nov 13, 2014 | no | FAIRFAX, VA | Previous registration |
| T. ROWE PRICE ADVISORY SERVICES, INC. | Bd affiliated wealth | Apr 25, 2001 | Jul 30, 2010 | no | TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SAVANT WEALTH MANAGEMENT | Facet | Aug 16, 2017 | Nov 7, 2017 | 83 | Firm change | Other |
| ADVICE AND PLANNING SERVICES | SAVANT WEALTH MANAGEMENT | Nov 13, 2014 | Jan 14, 2015 | 62 | Firm change | Other |
| T. ROWE PRICE ADVISORY SERVICES, INC. | ADVICE AND PLANNING SERVICES | Jul 30, 2010 | Aug 19, 2010 | 20 | Firm change | Other |