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Advisor at PROWELL FINANCIAL MANAGEMENT, LLC
EXTON, 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 |
|---|---|---|---|---|---|---|
| PROWELL FINANCIAL MANAGEMENT, LLC | Independent wealth | Feb 12, 2016 | n/a | yes | EXTON, PA | Current employment |
| CAPITAL ANALYSTS | Bd affiliated wealth | Jul 17, 2012 | Mar 1, 2016 | no | Exton, PA | Previous registration |
| LINCOLN INVESTMENT | Independent wealth | Jul 17, 2012 | Mar 15, 2016 | no | EXTON, PA|Fort Washington, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LINCOLN INVESTMENT | PROWELL FINANCIAL MANAGEMENT, LLC | Mar 15, 2016 | Feb 12, 2016 | -32 | Firm change after gap | Other |
| CAPITAL ANALYSTS | LINCOLN INVESTMENT | Mar 1, 2016 | Jul 17, 2012 | -1,323 | Firm change after gap | Other |