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Advisor at SC&H WEALTH
HUNT VALLEY, MD
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 |
|---|---|---|---|---|---|---|
| SC&H WEALTH | Independent wealth | Jan 10, 2022 | n/a | yes | HUNT VALLEY, MD | Current employment |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | May 10, 2016 | Jan 11, 2022 | no | Timonium, MD | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Jan 18, 2011 | Apr 21, 2016 | no | LINTHICUM HEIGHTS, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | SC&H WEALTH | Jan 11, 2022 | Jan 10, 2022 | -1 | Firm change | Ibd to RIA |
| VALIC FINANCIAL ADVISORS, INC. | KESTRA ADVISORY SERVICES, LLC | Apr 21, 2016 | May 10, 2016 | 19 | Firm change | Other |