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Advisor at ALMANACK INVESTMENT PARTNERS
WAYNE, 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 |
|---|---|---|---|---|---|---|
| ALMANACK INVESTMENT PARTNERS | Independent wealth | Nov 4, 2020 | n/a | yes | WAYNE, PA | Current employment |
| MERCAP ADVISORS, INC. | Former SEC adviser | Aug 11, 2015 | Nov 3, 2020 | no | PAOLI, PA | Previous registration |
| MERION WEALTH PARTNERS, LLC | Former SEC adviser | Aug 10, 2010 | Jan 5, 2016 | no | BERWYN, PA|PAOLI, PA|PAOLI, PA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | May 12, 2009 | Dec 31, 2009 | no | BRYN MAWR, PA|CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERCAP ADVISORS, INC. | ALMANACK INVESTMENT PARTNERS | Nov 3, 2020 | Nov 4, 2020 | 1 | Firm change | Other |
| MERION WEALTH PARTNERS, LLC | MERCAP ADVISORS, INC. | Jan 5, 2016 | Aug 11, 2015 | -147 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | MERION WEALTH PARTNERS, LLC | Dec 31, 2009 | Aug 10, 2010 | 222 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 170092:282428:PA:2020-11-03 | Nov 3, 2020 | Nov 4, 2020 | PAOLI, PA | Firm change |
| 152680:170092:PA:2016-01-05 | Jan 5, 2016 | Aug 11, 2015 | PAOLI, PA | Firm change after gap |