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Advisor at ADVICE AND PLANNING SERVICES
Pittsburgh, PA | Glenshaw, 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 |
|---|---|---|---|---|---|---|
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Jun 18, 2025 | n/a | yes | Glenshaw, PA|Pittsburgh, PA | Current employment |
| FRAGASSO FINANCIAL ADVISORS | Independent wealth | May 16, 2017 | Mar 22, 2022 | no | SEWICKLEY, PA | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | May 11, 2016 | Apr 26, 2017 | no | PITTSBURGH, PA|PITTSBURGH, PA|PITTSBURGH, PA|PITTSBURGH, PA | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | May 23, 2012 | Mar 22, 2016 | no | Pittsburgh, PA | Previous registration |
| FIFTH THIRD SECURITIES, INC. | Bd affiliated wealth | Feb 9, 2010 | Jun 7, 2012 | no | PITTSBURGH, PA | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Jan 22, 2007 | Feb 23, 2010 | no | PITTSBURGH, PA|PITTSBURGH, PA|PITTSBURGH, PA|PITTSBURGH, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FRAGASSO FINANCIAL ADVISORS | ADVICE AND PLANNING SERVICES | Mar 22, 2022 | Jun 18, 2025 | 1,184 | Firm change after gap | RIA to ibd |
| PNC WEALTH MANAGEMENT | FRAGASSO FINANCIAL ADVISORS | Apr 26, 2017 | May 16, 2017 | 20 | Firm change | Other |
| ADVICE AND PLANNING SERVICES | PNC WEALTH MANAGEMENT | Mar 22, 2016 | May 11, 2016 | 50 | Firm change | Other |
| FIFTH THIRD SECURITIES, INC. | ADVICE AND PLANNING SERVICES | Jun 7, 2012 | May 23, 2012 | -15 | Firm change | Other |
| PNC WEALTH MANAGEMENT | FIFTH THIRD SECURITIES, INC. | Feb 23, 2010 | Feb 9, 2010 | -14 | Firm change | Other |