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Advisor at GIBRALTAR WEALTH MANAGEMENT, LLC
ABINGTON, 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 |
|---|---|---|---|---|---|---|
| GIBRALTAR WEALTH MANAGEMENT, LLC | Independent wealth | Aug 12, 2026 | n/a | yes | ABINGTON, PA | Current employment |
| COSTELLO ASSET MANAGEMENT, INC. | Independent wealth | Oct 21, 2025 | Jan 20, 2026 | no | FEASTERVILLE, PA | Previous registration |
| FOCUS PARTNERS WEALTH, LLC | Independent wealth | Nov 1, 2024 | Oct 2, 2025 | no | New York, NY|Wayne, PA | Previous registration |
| GYL FINANCIAL SYNERGIES, LLC | Former SEC adviser | Apr 28, 2023 | Dec 6, 2024 | no | Wayne, PA|WEST HARTFORD, CT | Previous registration |
| HOTALING INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Jun 15, 2021 | Apr 28, 2023 | no | WAYNE, PA | Previous registration |
| BRINKER CAPITAL INC | Former SEC adviser | Dec 15, 2016 | Mar 8, 2019 | no | BERWYN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COSTELLO ASSET MANAGEMENT, INC. | GIBRALTAR WEALTH MANAGEMENT, LLC | Jan 20, 2026 | Aug 12, 2026 | 204 | Firm change | RIA to RIA |
| FOCUS PARTNERS WEALTH, LLC | COSTELLO ASSET MANAGEMENT, INC. | Oct 2, 2025 | Oct 21, 2025 | 19 | Firm change | RIA to RIA |
| GYL FINANCIAL SYNERGIES, LLC | FOCUS PARTNERS WEALTH, LLC | Dec 6, 2024 | Nov 1, 2024 | -35 | Bulk transfer | RIA to RIA |
| HOTALING INVESTMENT MANAGEMENT, LLC | GYL FINANCIAL SYNERGIES, LLC | Apr 28, 2023 | Apr 28, 2023 | 0 | Firm change | RIA to RIA |
| BRINKER CAPITAL INC | HOTALING INVESTMENT MANAGEMENT, LLC | Mar 8, 2019 | Jun 15, 2021 | 830 | Firm change after gap | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 164270:284758:PA:2023-04-28 | Apr 28, 2023 | Apr 28, 2023 | WAYNE, PA | Firm change |