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Reading the graph
Advisor at DAVID WENDELL ASSOCIATES, INC.
PORTSMOUTH, NH
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 |
|---|---|---|---|---|---|---|
| DAVID WENDELL ASSOCIATES, INC. | Independent wealth | Aug 28, 2024 | n/a | yes | PORTSMOUTH, NH | Current employment |
| WILLIAM O'NEIL + COMPANY | No RAUM reported | Jun 27, 2011 | Nov 28, 2012 | no | BOSTON, MA|LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WILLIAM O'NEIL + COMPANY | DAVID WENDELL ASSOCIATES, INC. | Nov 28, 2012 | Aug 28, 2024 | 4,291 | Firm change after gap | Other |