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Advisor at PW NOVA FINANCIAL SERVICES LLC
NEWTOWN, 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 |
|---|---|---|---|---|---|---|
| PW NOVA FINANCIAL SERVICES LLC | Independent wealth | Jan 6, 2025 | n/a | yes | NEWTOWN, PA | Current employment |
| JMAC ENTERPRISES LLC | Independent wealth | Mar 25, 2021 | Apr 24, 2025 | no | NEWTOWN, PA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Mar 23, 2018 | Apr 29, 2021 | no | MIAMI BEACH, FL|NEWTOWN, PA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jun 14, 2007 | Mar 23, 2018 | no | YARDLEY, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JMAC ENTERPRISES LLC | PW NOVA FINANCIAL SERVICES LLC | Apr 24, 2025 | Jan 6, 2025 | -108 | Firm change after gap | RIA to new firm |
| WELLS FARGO ADVISORS | JMAC ENTERPRISES LLC | Apr 29, 2021 | Mar 25, 2021 | -35 | Firm change after gap | Wirehouse to new firm |
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Mar 23, 2018 | Mar 23, 2018 | 0 | Channel change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 312710:333595:PA:2025-04-24 | Apr 24, 2025 | Jan 6, 2025 | NEWTOWN, PA | Firm change after gap |
| 11025:312710:PA:2021-04-29 | Apr 29, 2021 | Mar 25, 2021 | NEWTOWN, PA | Firm change after gap |
| 19616:11025:PA:2018-03-23 | Mar 23, 2018 | Mar 23, 2018 | YARDLEY, PA | Firm change |