DFX Intelligence
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Reading the graph
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Advisor at G•••• V••••• A•••••• G••••• L••
DOYLESTOWN, 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 |
|---|---|---|---|---|---|---|
| G•••• V••••• A•••••• G••••• L•• | Independent wealth | Oct 3, 2014 | n/a | yes | DOYLESTOWN, PA | Current employment |
| P•••• S••••••••• L•• | No RAUM reported | Oct 3, 2012 | Dec 19, 2013 | no | Warrington, PA|DOYLESTOWN, PA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| P•••• S••••••••• L•• | G•••• V••••• A•••••• G••••• L•• | Dec 19, 2013 | Oct 3, 2014 | 288 | Firm change | Other |
| L•• F•••••••• L•• | P•••• S••••••••• L•• | Aug 7, 2012 | Oct 3, 2012 |
| L•• F•••••••• L•• | Bd affiliated wealth | Aug 21, 2009 | Aug 7, 2012 | no | DRESHER, PA|ABINGTON, PA|DRESHER, PA|BLUE BELL, PA|LAFAYETTE HILL, PA|KING OF PRUSSIA, PA|KING OF PRUSSIA, PA|CONSHOHOCKEN, PA|BLUE BELL, PA|ABINGTON, PA|LAFAYETTE HILL, PA|KING OF PRUSSIA, PA|ABINGTON, PA|BLUE BELL, PA|DRESHER, PA|LAFAYETTE HILL, PA | Previous registration |
| C•••••••• G••••• M•••••• I••• | Bd affiliated wealth | Sep 2, 2008 | Sep 2, 2008 | no | DOYLESTOWN, PA | Previous registration |
| Firm change |
| Other |
| C•••••••• G••••• M•••••• I••• | L•• F•••••••• L•• | Sep 2, 2008 | Aug 21, 2009 | 353 | Firm change | Other |