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Advisor at CAPITAL A WEALTH MANAGEMENT
CRANBERRY TWP., PA | NEW CASTLE, 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 |
|---|---|---|---|---|---|---|
| CAPITAL A WEALTH MANAGEMENT | Independent wealth | Nov 22, 2023 | n/a | yes | NEW CASTLE, PA|CRANBERRY TWP., PA | Current employment |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Nov 21, 2017 | Mar 27, 2024 | no | New Castle, PA|CRANBERRY TWP, PA|Cranberry Township, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | CAPITAL A WEALTH MANAGEMENT | Mar 27, 2024 | Nov 22, 2023 | -126 | Firm change after gap | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282580:328863:PA:2024-03-27 | Mar 27, 2024 | Nov 22, 2023 | CRANBERRY TOWNSHIP, PA | Firm change after gap |