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Advisor at ROWLEY FINANCIAL
LANCASTER, 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 |
|---|---|---|---|---|---|---|
| ROWLEY FINANCIAL | State registered | Jul 13, 2023 | n/a | yes | LANCASTER, PA | Current employment |
| MARKLE FINANCIAL LLC | Independent wealth | Jul 1, 2019 | Aug 31, 2023 | no | Lancaster, PA|LARAMIE, WY | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Jan 6, 2015 | Jul 11, 2019 | no | LANCASTER, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MARKLE FINANCIAL LLC | ROWLEY FINANCIAL | Aug 31, 2023 | Jul 13, 2023 | -49 | Firm change after gap | RIA to state RIA |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | MARKLE FINANCIAL LLC | Jul 11, 2019 | Jul 1, 2019 | -10 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:302088:PA:2019-07-11 | Jul 11, 2019 | Jul 1, 2019 | LANCASTER, PA | Firm change |