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Advisor at BCG SECURITIES, INC.
CHERRY HILL, NJ | Wexford, 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 |
|---|---|---|---|---|---|---|
| BCG SECURITIES, INC. | Independent wealth | Jun 16, 2015 | n/a | yes | CHERRY HILL, NJ|Wexford, PA | Current employment |
| KEY WEALTH MANAGEMENT, INC. | State registered | Sep 23, 2021 | Nov 4, 2021 | no | WEXFORD, PA | Previous registration |
| CAPITAL ANALYSTS | Bd affiliated wealth | Dec 19, 2013 | Feb 19, 2016 | no | WEXFORD, PA | Previous registration |
| LINCOLN INVESTMENT | Independent wealth | Aug 2, 2010 | Jun 18, 2015 | no | WEXFORD, PA|CINCINNATI, OH | Previous registration |
| GREAT AMERICAN ADVISORS, INC. | Former SEC adviser | Dec 23, 2009 | Aug 2, 2010 | no | WEXFORD, PA|CINCINNATI, OH | Previous registration |
| VOYA FINANCIAL PARTNERS, LLC | Former SEC adviser | Jul 29, 2004 | Jan 8, 2010 | no | COLUMBUS, OH|WEXFORD, PA|WINDSOR, CT | Previous registration |
| GUNNALLEN FINANCIAL, INC | n/a | Mar 5, 2003 | Aug 4, 2004 | no | PITTSBURG, PA | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Oct 4, 2002 | Feb 28, 2003 | no | BLUE BELL, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KEY WEALTH MANAGEMENT, INC. | n/a | Nov 4, 2021 | n/a | n/a | Departure no registered destination | Departure |
| CAPITAL ANALYSTS | BCG SECURITIES, INC. | Feb 19, 2016 | Jun 16, 2015 | -248 | Firm change after gap | Other |
| LINCOLN INVESTMENT | CAPITAL ANALYSTS | Jun 18, 2015 | Dec 19, 2013 | -546 | Firm change after gap | Other |
| GREAT AMERICAN ADVISORS, INC. | LINCOLN INVESTMENT | Aug 2, 2010 | Aug 2, 2010 | 0 | Bulk transfer | Other |
| VOYA FINANCIAL PARTNERS, LLC | GREAT AMERICAN ADVISORS, INC. | Jan 8, 2010 | Dec 23, 2009 | -16 | Firm change | Other |
| GUNNALLEN FINANCIAL, INC | VOYA FINANCIAL PARTNERS, LLC | Aug 4, 2004 | Jul 29, 2004 | -6 | Firm change | Other |
| VALIC FINANCIAL ADVISORS, INC. | GUNNALLEN FINANCIAL, INC | Feb 28, 2003 | Mar 5, 2003 | 5 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 519:162200:OH:2015-06-18 | Jun 18, 2015 | Dec 19, 2013 | CINCINNATI, OH | Firm change after gap |