DFX Intelligence
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Reading the graph
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Advisor at F•••••••• I••••••••• C•••••••••
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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 |
|---|---|---|---|---|---|---|
| M•• A•••••••• A• D••••••• O• F•••••••• M••• L•• | Asset manager | Jun 22, 2021 | n/a | yes | West Chester, PA|BOSTON, MA|West Chester, PA|Sarasota, FL | Current employment |
| F•••••••• G••••• I••••••••• M••••••••• C•••• | Asset manager | Jun 22, 2021 | n/a | yes | West Chester, PA|Sarasota, FL|West Chester, PA|NEW YORK, NY |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| G•••••• L•••• A•••• M••••••••• L• | M•• A•••••••• A• D••••••• O• F•••••••• M••• L•• | Feb 13, 2012 | Jun 22, 2021 | 3,417 | Firm change after gap | Other |
| Current employment |
| F•••••••• I••••••••• C••••••••• | Institutional manager | Jun 22, 2021 | n/a | yes | West Chester, PA|PITTSBURGH, PA|West Chester, PA|Sarasota, FL | Current employment |
| F•••••••• S••••••••• C•••• | No RAUM reported | Jun 22, 2021 | n/a | yes | West Chester, PA|PITTSBURGH, PA|West Chester, PA|Sarasota, FL | Current employment |
| G•••••• L•••• A•••• M••••••••• L• | Asset manager | Aug 12, 2002 | Feb 13, 2012 | no | CHADDS FORD, PA | Previous registration |