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Advisor at RTD FINANCIAL ADVISORS INC
PHILADELPHIA, 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 |
|---|---|---|---|---|---|---|
| RTD FINANCIAL ADVISORS INC | Independent wealth | Oct 1, 2018 | n/a | yes | PHILADELPHIA, PA | Current employment |
| THE MARSHALL FINANCIAL GROUP, INC | Former SEC adviser | May 22, 2006 | Sep 7, 2018 | no | DOYLESTOWN, PA | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Jul 2, 2003 | May 20, 2004 | no | JENKINTOWN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE MARSHALL FINANCIAL GROUP, INC | RTD FINANCIAL ADVISORS INC | Sep 7, 2018 | Oct 1, 2018 | 24 | Firm change | RIA to RIA |
| TD AMERITRADE, INC. | THE MARSHALL FINANCIAL GROUP, INC | May 20, 2004 | May 22, 2006 | 732 | Firm change after gap | Other |