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Advisor at ASPIRE WEALTH ARCHITECTS
WEXFORD, 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 |
|---|---|---|---|---|---|---|
| ASPIRE WEALTH ARCHITECTS | Independent wealth | Jun 30, 2018 | n/a | yes | WEXFORD, PA | Current employment |
| WEALTHCARE CAPITAL MANAGEMENT LLC | Independent wealth | Jun 10, 2010 | Jul 2, 2018 | no | RICHMOND, VA|PITTSBURGH, PA|PITTSBURGH, PA | Previous registration |
| PWA WEALTH MANAGEMENT | Former SEC adviser | Sep 19, 2008 | Mar 23, 2010 | no | GREENSBURG, PA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 9, 2007 | Jul 30, 2008 | no | SEWICKLEY, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHCARE CAPITAL MANAGEMENT LLC | ASPIRE WEALTH ARCHITECTS | Jul 2, 2018 | Jun 30, 2018 | -2 | Firm change | RIA to new firm |
| PWA WEALTH MANAGEMENT | WEALTHCARE CAPITAL MANAGEMENT LLC | Mar 23, 2010 | Jun 10, 2010 | 79 | Firm change | Other |
| WELLS FARGO ADVISORS | PWA WEALTH MANAGEMENT | Jul 30, 2008 | Sep 19, 2008 | 51 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 111119:297090:PA:2018-07-02 | Jul 2, 2018 | Jun 30, 2018 | PITTSBURGH, PA | Firm change |