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Advisor at PRIVATE ADVISOR GROUP, LLC
Sellersville, PA | Allentown, PA | MORRISTOWN, NJ | Bethlehem, 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 |
|---|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | Bd affiliated wealth | Aug 2, 2011 | n/a | yes | Allentown, PA|MORRISTOWN, NJ|Sellersville, PA|Bethlehem, PA | Current employment |
| INTEGRITY WEALTH MANAGEMENT LLC | n/a | Jul 22, 2016 | Dec 31, 2021 | no | ALLENTOWN, PA | Previous registration |
| CAPITAL PLANNING WEALTH MANAGEMENT | State registered | Jan 15, 2010 | Jun 29, 2015 | no | CENTER VALLEY, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INTEGRITY WEALTH MANAGEMENT LLC | n/a | Dec 31, 2021 | n/a | n/a | Departure no registered destination | Departure |
| CAPITAL PLANNING WEALTH MANAGEMENT | PRIVATE ADVISOR GROUP, LLC | Jun 29, 2015 | Aug 2, 2011 | -1,427 | Firm change after gap | Other |