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Advisor at EQUITABLE ADVISORS, LLC
CONSHOHOCKEN, 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 |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | National bd RIA | May 8, 2020 | n/a | yes | CONSHOHOCKEN, PA | Current employment |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Jun 28, 2017 | Feb 19, 2020 | no | CHERRY HILL, NJ|CONSHOHOCKEN, PA|HADDON HEIGHTS, NJ|MARLTON, NJ|PLYMOUTH MEETING, PA | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Jan 6, 2015 | Jul 19, 2017 | no | OCEAN CITY, NJ|LUMBERTON, NJ|MOUNT HOLLY, NJ|WOODBURY, NJ|SEWELL, NJ|VINELAND, NJ|OCEAN CITY, NJ | Previous registration |
| EDWARD JONES | National bd RIA | Apr 8, 2014 | Nov 3, 2014 | no | MEDFORD, NJ|ST LOUIS, MO|CINNAMINSON, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIZENS SECURITIES, INC. | EQUITABLE ADVISORS, LLC | Feb 19, 2020 | May 8, 2020 | 79 | Firm change | Ibd to ibd |
| PNC WEALTH MANAGEMENT | CITIZENS SECURITIES, INC. | Jul 19, 2017 | Jun 28, 2017 | -21 | Firm change | Other |
| EDWARD JONES | PNC WEALTH MANAGEMENT | Nov 3, 2014 | Jan 6, 2015 | 64 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 129052:39550:NJ:2017-07-19 | Jul 19, 2017 | Jun 28, 2017 | OCEAN CITY, NJ | Firm change |