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Advisor at AC WEALTH PARTNERS
BERWYN, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| AC WEALTH PARTNERS | Mixed wealth | Sep 27, 2023 | n/a | yes | BERWYN, PA | Current employment |
| SPOUTING ROCK ASSET MANAGEMENT, LLC | Former SEC adviser | Aug 14, 2018 | Jul 18, 2023 | no | BRYN MAWR, PA | Previous registration |
| BRINKER CAPITAL INC | Former SEC adviser | Sep 5, 1996 | Jan 2, 2018 | no | BERWYN, PA|KING OF PRUSSIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SPOUTING ROCK ASSET MANAGEMENT, LLC | AC WEALTH PARTNERS | Jul 18, 2023 | Sep 27, 2023 | 71 | Firm change | Other |
| BRINKER CAPITAL INC | SPOUTING ROCK ASSET MANAGEMENT, LLC | Jan 2, 2018 | Aug 14, 2018 | 224 | Firm change | Other |