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Advisor at BRANDYWINE OAK PRIVATE WEALTH LLC
KENNETT SQUARE, PA | KIAWAH ISLAND, SC
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 |
|---|---|---|---|---|---|---|
| BRANDYWINE OAK PRIVATE WEALTH LLC | Independent wealth | Apr 12, 2021 | n/a | yes | KENNETT SQUARE, PA|KIAWAH ISLAND, SC | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Feb 26, 2016 | Apr 15, 2021 | no | GREENVILLE, DE|GREENVILLE, DE|CHARLESTON, SC | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Sep 30, 2008 | Mar 7, 2016 | no | GREENVILLE, DE|KIAWAH ISLAND, SC | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | May 23, 2001 | Oct 1, 2008 | no | WILMINGTON, DE|WILMINGTON, DE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | BRANDYWINE OAK PRIVATE WEALTH LLC | Apr 15, 2021 | Apr 12, 2021 | -3 | Firm change | Wirehouse to RIA |
| UBS FINANCIAL SERVICES INC. | WELLS FARGO ADVISORS | Mar 7, 2016 | Feb 26, 2016 | -10 | Firm change | Wirehouse to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | UBS FINANCIAL SERVICES INC. | Oct 1, 2008 | Sep 30, 2008 | -1 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:19616:SC:2016-03-07 | Mar 7, 2016 | Feb 26, 2016 | KIAWAH ISLAND, SC | Firm change |