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Advisor at NEXWEALTH LLC
Philadelphia, PA | PALM BEACH GARDENS, 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 |
|---|---|---|---|---|---|---|
| NEXWEALTH LLC | Independent wealth | Dec 19, 2024 | n/a | yes | Philadelphia, PA|PALM BEACH GARDENS, FL | Current employment |
| NEXWEALTH LLC | Independent wealth | Dec 10, 2021 | Dec 31, 2022 | no | Palm Beach, FL|PALM BEACH GARDENS, FL | Previous registration |
| BRYN MAWR TRUST ADVISORS, LLC | Independent wealth | Oct 17, 2016 | Dec 20, 2019 | no | PHILADELPHIA, PA | Previous registration |
| WEST CAPITAL MANAGEMENT, INC. | Former SEC adviser | Nov 15, 1994 | Mar 30, 2017 | no | PHILADELPHIA, PA|PHILADELPHIA, PA|PHILADELPHIA, PA|PHILADELPHIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRYN MAWR TRUST ADVISORS, LLC | NEXWEALTH LLC | Dec 20, 2019 | Dec 10, 2021 | 721 | Firm change after gap | RIA to RIA |
| WEST CAPITAL MANAGEMENT, INC. | BRYN MAWR TRUST ADVISORS, LLC | Mar 30, 2017 | Oct 17, 2016 | -164 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110572:285359:PA:2017-03-30 | Mar 30, 2017 | Oct 17, 2016 | PHILADELPHIA, PA | Firm change after gap |