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Advisor at CPC FINANCIAL PLANNING, INC
BERWYN, PA | KING OF PRUSSIA, 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 |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 9, 2019 | n/a | yes | BERWYN, PA|KING OF PRUSSIA, PA | Current employment |
| CPC FINANCIAL PLANNING, INC | State registered | Apr 2, 1991 | n/a | yes | KING OF PRUSSIA, PA | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Jan 30, 2003 | Dec 11, 2019 | no | KING OF PRUSSIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | LPL FINANCIAL LLC | Dec 11, 2019 | Dec 9, 2019 | -2 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 23131:6413:PA:2019-12-11 | Dec 11, 2019 | Dec 9, 2019 | KING OF PRUSSIA, PA | Firm change |