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Advisor at GREY FOX WEALTH ADVISORS, LLC
ROCKLAND, 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 |
|---|---|---|---|---|---|---|
| GREY FOX WEALTH ADVISORS, LLC | Independent wealth | Aug 1, 2025 | n/a | yes | ROCKLAND, DE | Current employment |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Mar 30, 2023 | Dec 31, 2024 | no | MALVERN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | GREY FOX WEALTH ADVISORS, LLC | Dec 31, 2024 | Aug 1, 2025 | 213 | Firm change | Ibd to RIA |