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Advisor at ASCENSUS INVESTMENT ADVISORS, LLC
NEEDHAM, MA | LITITZ, 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 |
|---|---|---|---|---|---|---|
| ASCENSUS INVESTMENT ADVISORS, LLC | Institutional manager | Jun 8, 2021 | n/a | yes | LITITZ, PA|NEEDHAM, MA | Current employment |
| BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC. | Former SEC adviser | Jul 12, 2016 | Dec 31, 2020 | no | Lancaster, PA|GREENVILLE, SC | Previous registration |
| VALLEY FORGE ASSET MANAGEMENT, LLC | Former SEC adviser | Jul 13, 2012 | Mar 11, 2016 | no | BLUE BALL, PA|MANHEIM, PA|KING OF PRUSSIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC. | ASCENSUS INVESTMENT ADVISORS, LLC | Dec 31, 2020 | Jun 8, 2021 | 159 | Firm change | Other |
| VALLEY FORGE ASSET MANAGEMENT, LLC | BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC. | Mar 11, 2016 | Jul 12, 2016 | 123 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106156:120632:SC:2020-12-31 | Dec 31, 2020 | Jun 8, 2021 | GREENVILLE, SC | Firm change |