DFX Intelligence
Reading the graph
Reading the graph
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Advisor at W••••••••• A••••••• P••••••• L••
WEST CHESTER, 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 |
|---|---|---|---|---|---|---|
| W••••••••• A••••••• P••••••• L•• | Bd affiliated wealth | Dec 15, 2014 | n/a | yes | WEST CHESTER, PA|WEST CHESTER, PA | Current employment |
| L•• F•••••••• L•• | Bd affiliated wealth | Oct 22, 2012 | Oct 28, 2015 | no | WEST CHESTER, PA|WYNNEWOOD, PA|WEST CHESTER, PA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| L•• F•••••••• L•• | W••••••••• A••••••• P••••••• L•• | Oct 28, 2015 | Dec 15, 2014 | -317 | Firm change after gap | Other |
| C•••••••• I••••••••• R••••••• A•••••••• I••• | L•• F•••••••• L•• | Nov 6, 2012 | Oct 22, 2012 |
| C•••••••• I••••••••• R••••••• A•••••••• I••• | Bd affiliated wealth | Jan 4, 2008 | Nov 6, 2012 | no | WEST CHESTER, PA | Previous registration |
| -15 |
| Firm change |
| Other |