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Advisor at CAPITAL ANALYSTS
Zelienople, PA | Fort Washington, 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 |
|---|---|---|---|---|---|---|
| CAPITAL ANALYSTS | Bd affiliated wealth | Oct 2, 2024 | n/a | yes | Zelienople, PA | Current employment |
| LINCOLN INVESTMENT | Independent wealth | Oct 2, 2024 | n/a | yes | Fort Washington, PA|Zelienople, PA | Current employment |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Jun 29, 2023 | Oct 3, 2024 | no | SEWICKLEY, PA | Previous registration |
| CETERA ADVISOR NETWORKS LLC | Former SEC adviser | Oct 10, 2022 | Jun 29, 2023 | no | SEWICKLEY, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | LINCOLN INVESTMENT | Oct 3, 2024 | Oct 2, 2024 | -1 | Firm change | Ibd to RIA |
| CETERA ADVISOR NETWORKS LLC | CETERA INVESTMENT ADVISERS LLC | Jun 29, 2023 | Jun 29, 2023 | 0 | Bulk transfer | Ibd to ibd |