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Advisor at VANGUARD ADVISERS, INC.
Malvern, 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 |
|---|---|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Dec 20, 2021 | n/a | yes | Malvern, PA | Current employment |
| EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC | Former SEC adviser | Oct 19, 2018 | Feb 23, 2021 | no | PHILADELPHIA, PA|ISELIN, NJ | Previous registration |
| ANDREW GARRETT, INC. | Independent wealth | Oct 31, 2017 | Sep 13, 2018 | no | PHILADELPHIA, PA | Previous registration |
| WISDOM PLANNING, LLC | Former SEC adviser | Oct 24, 2017 | Sep 10, 2018 | no | Philadelphia, PA|NAPLES, FL | Previous registration |
| CORDASCO FINANCIAL NETWORK, INC. | Former SEC adviser | Oct 24, 2017 | Sep 10, 2018 | no | NAPLES, FL | Previous registration |
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | Aug 14, 2007 | Oct 5, 2017 | no | Philadelphia, PA|LANCASTER, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC | VANGUARD ADVISERS, INC. | Feb 23, 2021 | Dec 20, 2021 | 300 | Firm change | RIA to ibd |
| ANDREW GARRETT, INC. | EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC | Sep 13, 2018 | Oct 19, 2018 | 36 | Firm change | RIA to RIA |
| CORDASCO FINANCIAL NETWORK, INC. | WISDOM PLANNING, LLC | Sep 10, 2018 | Oct 24, 2017 | -321 | Firm change after gap | Other |
| WISDOM PLANNING, LLC | ANDREW GARRETT, INC. | Sep 10, 2018 | Oct 31, 2017 | -314 | Firm change after gap | Other |
| THRIVENT INVESTMENT MANAGEMENT INC. | CORDASCO FINANCIAL NETWORK, INC. | Oct 5, 2017 | Oct 24, 2017 | 19 | Firm change | Other |