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Advisor at HARTFORD FUNDS
Royersford, PA | WAYNE, 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 |
|---|---|---|---|---|---|---|
| HARTFORD FUNDS | Asset manager | Apr 6, 2018 | n/a | yes | WAYNE, PA|Royersford, PA | Current employment |
| CAPITAL ANALYSTS | Bd affiliated wealth | Dec 9, 2014 | Dec 13, 2017 | no | PHILADELPHIA, PA | Previous registration |
| LINCOLN INVESTMENT | Independent wealth | Oct 18, 2011 | Dec 13, 2017 | no | JENKINTOWN, PA|Horsham, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL ANALYSTS | HARTFORD FUNDS | Dec 13, 2017 | Apr 6, 2018 | 114 | Firm change | Other |
| LINCOLN INVESTMENT | CAPITAL ANALYSTS | Dec 13, 2017 | Dec 9, 2014 | -1,100 | Firm change after gap | Other |