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Advisor at WELLFULL
HARLEYSVILLE, 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 |
|---|---|---|---|---|---|---|
| Wellfull | Independent wealth | Aug 14, 2024 | n/a | yes | HARLEYSVILLE, PA | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | May 1, 2024 | Aug 9, 2024 | no | Telford, PA | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Jun 29, 2023 | May 7, 2024 | no | TELFORD, PA | Previous registration |
| CETERA ADVISOR NETWORKS LLC | Former SEC adviser | Mar 6, 2023 | Jun 29, 2023 | no | TELFORD, PA | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Oct 19, 2022 | Feb 16, 2023 | no | NEWTOWN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Wellfull | Aug 9, 2024 | Aug 14, 2024 | 5 | Firm change | Ibd to RIA |
| CETERA INVESTMENT ADVISERS LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | May 7, 2024 | May 1, 2024 | -6 | Firm change | Ibd to ibd |
| CETERA ADVISOR NETWORKS LLC | CETERA INVESTMENT ADVISERS LLC | Jun 29, 2023 | Jun 29, 2023 | 0 | Bulk transfer | Ibd to ibd |
| COMMONWEALTH FINANCIAL NETWORK | CETERA ADVISOR NETWORKS LLC | Feb 16, 2023 | Mar 6, 2023 | 18 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 105644:134139:PA:2024-05-07 | May 7, 2024 | May 1, 2024 | TELFORD, PA | Firm change |