DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MERIDIAN WEALTH PARTNERS, LLC
EAST NORRITON, 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 |
|---|---|---|---|---|---|---|
| MERIDIAN WEALTH PARTNERS, LLC | Independent wealth | Apr 6, 2017 | n/a | yes | EAST NORRITON, PA | Current employment |
| HJ WEALTH MANAGEMENT LLC | Former SEC adviser | Nov 20, 2014 | Dec 7, 2017 | no | PLYMOUTH MEETING, PA | Previous registration |
| ELKO FINANCIAL ADVISORS | n/a | Apr 4, 2012 | Dec 31, 2015 | no | MEDIA, PA | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Nov 26, 2007 | Mar 20, 2012 | no | MERCHANTVILLE, NJ | Previous registration |
| CINCINNATI ANALYSTS, INC | Former SEC adviser | Jun 25, 2002 | Nov 29, 2007 | no | MERCHANTVILLE, NJ|MERCHANTVILLE, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HJ WEALTH MANAGEMENT LLC | MERIDIAN WEALTH PARTNERS, LLC | Dec 7, 2017 | Apr 6, 2017 | -245 | Firm change after gap | Other |
| ELKO FINANCIAL ADVISORS | HJ WEALTH MANAGEMENT LLC | Dec 31, 2015 | Nov 20, 2014 | -406 | Firm change after gap | Other |
| COMMONWEALTH FINANCIAL NETWORK | ELKO FINANCIAL ADVISORS | Mar 20, 2012 | Apr 4, 2012 | 15 | Firm change | Other |
| CINCINNATI ANALYSTS, INC | COMMONWEALTH FINANCIAL NETWORK | Nov 29, 2007 | Nov 26, 2007 | -3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 139160:287768:PA:2017-12-07 | Dec 7, 2017 | Apr 6, 2017 | PLYMOUTH MEETING, PA | Firm change after gap |