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Reading the graph
Advisor at SPARROW WEALTH MANAGEMENT
ORLANDO, FL
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 |
|---|---|---|---|---|---|---|
| SPARROW WEALTH MANAGEMENT | Independent wealth | Jan 17, 2017 | n/a | yes | ORLANDO, FL | Current employment |
| KEYSTONE FINANCIAL PLANNING | n/a | Mar 31, 2005 | Nov 6, 2008 | no | EASTON, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KEYSTONE FINANCIAL PLANNING | SPARROW WEALTH MANAGEMENT | Nov 6, 2008 | Jan 17, 2017 | 2,994 | Firm change after gap | Other |