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Advisor at ZENITH WEALTH PARTNERS
PHILADELPHIA, 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 |
|---|---|---|---|---|---|---|
| ZENITH WEALTH PARTNERS | Independent wealth | Jul 30, 2019 | n/a | yes | PHILADELPHIA, PA | Current employment |
| CARNEGIE WEALTH MANAGEMENT, LLC | Independent wealth | Jun 14, 2018 | Jun 17, 2019 | no | BERWYN, PA | Previous registration |
| THE STRATEGIC FINANCIAL ALLIANCE | Bd affiliated wealth | Apr 30, 2018 | Jun 14, 2019 | no | BERWYN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CARNEGIE WEALTH MANAGEMENT, LLC | ZENITH WEALTH PARTNERS | Jun 17, 2019 | Jul 30, 2019 | 43 | Firm change | RIA to RIA |
| THE STRATEGIC FINANCIAL ALLIANCE | CARNEGIE WEALTH MANAGEMENT, LLC | Jun 14, 2019 | Jun 14, 2018 | -365 | Firm change after gap | Ibd to RIA |