DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FAT CAT FINANCIAL ADVISOR
NORRISTOWN, 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 |
|---|---|---|---|---|---|---|
| FAT CAT FINANCIAL ADVISOR | State registered | Jul 27, 2026 | n/a | yes | NORRISTOWN, PA | Current employment |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Jul 22, 2021 | Aug 10, 2026 | no | Malvern, PA | Previous registration |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Feb 26, 2021 | May 11, 2021 | no | CONSHOHOCKEN, PA|JOHNSTON, RI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | FAT CAT FINANCIAL ADVISOR | Aug 10, 2026 | Jul 27, 2026 | -14 | Firm change | Ibd to state RIA |
| CITIZENS SECURITIES, INC. | VANGUARD ADVISERS, INC. | May 11, 2021 | Jul 22, 2021 | 72 | Firm change | Ibd to ibd |