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Advisor at STEEL TOWER INVESTMENTS
PITTSBURGH, 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 |
|---|---|---|---|---|---|---|
| STEEL TOWER INVESTMENTS | Independent wealth | Sep 20, 2023 | n/a | yes | PITTSBURGH, PA | Current employment |
| LEVY WEALTH MANAGEMENT GROUP | Former SEC adviser | Nov 23, 2021 | Sep 5, 2023 | no | PHILADELPHIA, PA | Previous registration |
| UNITED CAPITAL FINANCIAL ADVISORS | Independent wealth | Jul 29, 2016 | Aug 25, 2021 | no | LANGHORNE, PA | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Jan 16, 2013 | Nov 5, 2013 | no | PHILADELPHIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LEVY WEALTH MANAGEMENT GROUP | STEEL TOWER INVESTMENTS | Sep 5, 2023 | Sep 20, 2023 | 15 | Firm change | RIA to RIA |
| UNITED CAPITAL FINANCIAL ADVISORS | LEVY WEALTH MANAGEMENT GROUP | Aug 25, 2021 | Nov 23, 2021 | 90 | Firm change | Ibd to RIA |
| VOYA FINANCIAL ADVISORS, INC. | UNITED CAPITAL FINANCIAL ADVISORS | Nov 5, 2013 | Jul 29, 2016 | 997 | Firm change after gap | Other |