DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MARIDEA WEALTH MANAGEMENT
NEW BRITAIN, PA | BROOKLYN, NY
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 |
|---|---|---|---|---|---|---|
| MARIDEA WEALTH MANAGEMENT | Independent wealth | Aug 14, 2026 | n/a | yes | NEW BRITAIN, PA|BROOKLYN, NY | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 2, 2016 | Aug 28, 2026 | no | NEW BRITAIN, PA|HORSHAM, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | MARIDEA WEALTH MANAGEMENT | Aug 28, 2026 | Aug 14, 2026 | -14 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:325523:PA:2026-08-28 | Aug 28, 2026 | Aug 14, 2026 | HORSHAM, PA | Firm change |