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Advisor at GIRARD ADVISORY SERVICES, LLC
Lutherville Timonium, MD
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 |
|---|---|---|---|---|---|---|
| GIRARD ADVISORY SERVICES, LLC | Independent wealth | Jul 20, 2023 | n/a | yes | Lutherville Timonium, MD | Current employment |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Jun 9, 2021 | Jul 12, 2023 | no | Baltimore, MD|CLEVELAND, OH | Previous registration |
| WELLESLEY ASSET MANAGEMENT, INC. | Mixed wealth | Dec 24, 2019 | Mar 23, 2021 | no | PORTSMOUTH, NH|COLUMBIA, MD | Previous registration |
| PNC CAPITAL ADVISORS LLC | Other adviser | Aug 7, 2012 | Nov 18, 2019 | no | BALTIMORE, MD | Previous registration |
| PNC CAPITAL ADVISORS, INC. | n/a | Jul 11, 2008 | Nov 20, 2009 | no | BALTIMORE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PNC WEALTH MANAGEMENT | GIRARD ADVISORY SERVICES, LLC | Jul 12, 2023 | Jul 20, 2023 | 8 | Firm change | Ibd to RIA |
| WELLESLEY ASSET MANAGEMENT, INC. | PNC WEALTH MANAGEMENT | Mar 23, 2021 | Jun 9, 2021 | 78 | Firm change | RIA to ibd |
| PNC CAPITAL ADVISORS LLC | WELLESLEY ASSET MANAGEMENT, INC. | Nov 18, 2019 | Dec 24, 2019 | 36 | Firm change | Other |
| PNC CAPITAL ADVISORS, INC. | PNC CAPITAL ADVISORS LLC | Nov 20, 2009 | Aug 7, 2012 | 991 | Firm change after gap | Other |