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Advisor at MAGNOLIA PRIVATE WEALTH, LLC
PHILADELPHIA, 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 |
|---|---|---|---|---|---|---|
| MAGNOLIA PRIVATE WEALTH, LLC | Independent wealth | Jul 17, 2023 | n/a | yes | PHILADELPHIA, PA | Current employment |
| BLUEPRINT FINANCIAL STRATEGIES | n/a | May 26, 2020 | Jul 5, 2023 | no | Philadelphia, PA | Previous registration |
| ANDALUSIAN WEALTH MANAGEMENT | n/a | Feb 25, 2014 | Oct 11, 2023 | no | PHILADELPHIA, PA|SWARTHMORE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ANDALUSIAN WEALTH MANAGEMENT | BLUEPRINT FINANCIAL STRATEGIES | Oct 11, 2023 | May 26, 2020 | -1,233 | Firm change after gap | Other |
| BLUEPRINT FINANCIAL STRATEGIES | MAGNOLIA PRIVATE WEALTH, LLC | Jul 5, 2023 | Jul 17, 2023 | 12 | Firm change | Other |