DFX Intelligence
Reading the graph
Reading the graph
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Advisor at I••••••••• P••••••••• S••••••• L••
Newtown, PA | SAVANNAH, GA
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 |
|---|---|---|---|---|---|---|
| I••••••••• P••••••••• S••••••• L•• | Institutional manager | Sep 16, 2026 | n/a | yes | Newtown, PA|SAVANNAH, GA | Current employment |
| W••••••••• A••••••• P••••••• L•• | Bd affiliated wealth | May 6, 2024 | Jan 31, 2025 | no | WEST CHESTER, PA|BERKELEY HEIGHTS, NJ |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| W••••••••• A••••••• P••••••• L•• | I••••••••• P••••••••• S••••••• L•• | Jan 31, 2025 | Sep 16, 2026 | 593 | Firm change after gap | Other |
| C•••••••• I••••••••• P•••••••• L•• | R•••••• J•••• I••••••••• M••••••••• | Jan 11, 2024 | Jul 8, 2022 |
| R•••••• J•••• I••••••••• M••••••••• | Asset manager | Jul 8, 2022 | May 2, 2023 | no | ST PETERSBURG, FL|Berkeley Heights, NJ | Previous registration |
| C•••••••• I••••••••• P•••••••• L•• | Other adviser | Mar 31, 2017 | Jan 11, 2024 | no | Berwyn, PA | Previous registration |
| K••••• G•••• I•• | Former SEC adviser | Feb 25, 2013 | Sep 22, 2015 | no | BERWYN, PA | Previous registration |
| -552 |
| Channel change |
| Other |
| R•••••• J•••• I••••••••• M••••••••• | W••••••••• A••••••• P••••••• L•• | May 2, 2023 | May 6, 2024 | 370 | Firm change | Other |
| K••••• G•••• I•• | C•••••••• I••••••••• P•••••••• L•• | Sep 22, 2015 | Mar 31, 2017 | 556 | Firm change after gap | Other |