DFX Intelligence
Reading the graph
Reading the graph
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Advisor at C••••••••• F•••••••• P•••••••
MCMURRAY, 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 |
|---|---|---|---|---|---|---|
| C••••••••• F•••••••• P••••••• | Independent wealth | Feb 3, 2022 | n/a | yes | MCMURRAY, PA | Current employment |
| W•••••• P•••••• W••••• | Independent wealth | Jul 31, 2015 | Feb 2, 2022 | no | BRIDGEVILLE, PA|Washington, DC |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| W•••••• P•••••• W••••• | C••••••••• F•••••••• P••••••• | Feb 2, 2022 | Feb 3, 2022 | 1 | Firm change | RIA to RIA |
| R•• C•••••• M••••••• L•• | W•••••• P•••••• W••••• | Mar 17, 2015 | Jul 31, 2015 |
| R•• C•••••• M••••••• L•• | National bd RIA | Nov 8, 2013 | Mar 17, 2015 | no | PITTSBURGH, PA | Previous registration |
| U•• F•••••••• S••••••• I••• | Wirehouse | Aug 22, 2012 | Nov 18, 2013 | no | PITTSBURGH, PA | Previous registration |
| 136 |
| Firm change |
| Other |
| U•• F•••••••• S••••••• I••• | R•• C•••••• M••••••• L•• | Nov 18, 2013 | Nov 8, 2013 | -10 | Firm change | Wirehouse to ibd |