DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CLEARVUE FINANCIAL
Alexandria, VA
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 |
|---|---|---|---|---|---|---|
| CLEARVUE FINANCIAL | State registered | Mar 22, 2023 | n/a | yes | Alexandria, VA | Current employment |
| CLEARVUE FINANCIAL | State registered | Jul 6, 2016 | Dec 31, 2022 | no | Fredericksburg, VA|ALEXANDRIA, VA|ALEXANDRIA, VA|Alexandria, VA | Previous registration |
| CARY STREET PARTNERS | Bd affiliated wealth | Jan 6, 2016 | May 25, 2016 | no | Fredericksburg, VA|RICHMOND, VA | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Nov 5, 2013 | Dec 2, 2015 | no | SPRINGFIELD, VA|ALEXANDRIA, VA|FREDERICKSBURG, VA|SPOTSYLVANIA, VA|ANNADALE, VA|KINGSTOWNE, VA|FALLS CHURCH, VA|ALEXANDRIA, VA|FREDERICKSBURG, VA|FREDERICKSBURG, VA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 17, 2012 | Oct 22, 2013 | no | MCLEAN, VA|ALEXANDRIA, VA|ANNANDALE, VA|ANNANDALE, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CARY STREET PARTNERS | CLEARVUE FINANCIAL | May 25, 2016 | Jul 6, 2016 | 42 | Firm change | Other |
| PNC WEALTH MANAGEMENT | CARY STREET PARTNERS | Dec 2, 2015 | Jan 6, 2016 | 35 | Firm change | Other |
| WELLS FARGO ADVISORS | PNC WEALTH MANAGEMENT | Oct 22, 2013 | Nov 5, 2013 | 14 | Firm change | Other |