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Advisor at PINE HARBOR WEALTH MANAGEMENT LLC
FAIRFAX, VA
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 |
|---|---|---|---|---|---|---|
| PINE HARBOR WEALTH MANAGEMENT LLC | Independent wealth | Sep 20, 2022 | n/a | yes | FAIRFAX, VA | Current employment |
| THE CONNEMARA GROUP, LLC | Former SEC adviser | Oct 29, 2021 | Dec 14, 2023 | no | Washington, DC|GAITHERSBURG, MD | Previous registration |
| WEALTHCARE ADVISORY PARTNERS LLC | Bd affiliated wealth | Dec 23, 2019 | Jul 25, 2022 | no | WEST CHESTER, PA|Washington, DC | Previous registration |
| CAPITAL ONE INVESTING, INC. | Former SEC adviser | Dec 1, 2017 | Dec 5, 2019 | no | WASHINGTON, DC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE CONNEMARA GROUP, LLC | PINE HARBOR WEALTH MANAGEMENT LLC | Dec 14, 2023 | Sep 20, 2022 | -450 | Firm change after gap | RIA to RIA |
| WEALTHCARE ADVISORY PARTNERS LLC | THE CONNEMARA GROUP, LLC | Jul 25, 2022 | Oct 29, 2021 | -269 | Firm change after gap | RIA to RIA |
| CAPITAL ONE INVESTING, INC. | WEALTHCARE ADVISORY PARTNERS LLC | Dec 5, 2019 | Dec 23, 2019 | 18 | Firm change | RIA to RIA |