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Advisor at VALIC FINANCIAL ADVISORS, INC.
SEVEN FIELDS, PA | ALLENTOWN, 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 |
|---|---|---|---|---|---|---|
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Aug 18, 2022 | n/a | yes | ALLENTOWN, PA|SEVEN FIELDS, PA | Current employment |
| IVC WEALTH ADVISORS LLC | Independent wealth | Aug 31, 2021 | Aug 15, 2022 | no | SILVERDALE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IVC WEALTH ADVISORS LLC | VALIC FINANCIAL ADVISORS, INC. | Aug 15, 2022 | Aug 18, 2022 | 3 | Firm change | RIA to ibd |