DFX Intelligence
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Reading the graph
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Advisor at C•••••• S••••• • C••• I•••
Mt. Lebanon, 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 |
|---|---|---|---|---|---|---|
| C•••••• S••••• • C••• I••• | National bd RIA | Jun 2, 2017 | n/a | yes | Mt. Lebanon, PA | Current employment |
| A••••• A•• P••••••• S••••••• | Bd affiliated wealth | Jun 25, 2013 | May 17, 2017 | no | Pittsburgh, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| A••••• A•• P••••••• S••••••• | C•••••• S••••• • C••• I••• | May 17, 2017 | Jun 2, 2017 | 16 | Firm change | Other |
| P•• W••••• M••••••••• | A••••• A•• P••••••• S••••••• | Jan 19, 2012 | Jun 25, 2013 |
| P•• W••••• M••••••••• | Bd affiliated wealth | Oct 13, 2010 | Jan 19, 2012 | no | WASHINGTON, DC|WASHINGTON, DC|WASHINGTON, DC|BETHESDA, MD|WASHINGTON, DC | Previous registration |
| B• I••••••••• L•• | n/a | Feb 23, 2004 | Jun 30, 2005 | no | MIDDLEBURG, VA | Previous registration |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | Wirehouse | Jan 5, 2001 | Feb 23, 2004 | no | VIENNA, VA | Previous registration |
| 523 |
| Firm change after gap |
| Other |
| B• I••••••••• L•• | P•• W••••• M••••••••• | Jun 30, 2005 | Oct 13, 2010 | 1,931 | Firm change after gap | Other |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | B• I••••••••• L•• | Feb 23, 2004 | Feb 23, 2004 | 0 | Firm change | Other |