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Advisor at COMPASS ION ADVISORS, LLC
CONSHOHOCKEN, PA | PHOENIXVILLE, PA | FERNANDINA BEACH, FL
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 |
|---|---|---|---|---|---|---|
| COMPASS ION ADVISORS, LLC | Independent wealth | Jun 6, 2024 | n/a | yes | FERNANDINA BEACH, FL|PHOENIXVILLE, PA|CONSHOHOCKEN, PA | Current employment |
| PILLAR WEALTH ADVISORS, LLC | Former SEC adviser | Apr 12, 2012 | Oct 31, 2024 | no | WEST CHESTER, PA|Conshohocken, PA|CHALFONT, PA|WILMINGTON, DE|WEST CHESTER, PA|PHOENIXVILLE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PILLAR WEALTH ADVISORS, LLC | COMPASS ION ADVISORS, LLC | Oct 31, 2024 | Jun 6, 2024 | -147 | Firm change after gap | RIA to RIA |