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CRD 119937
WEXFORD, 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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MARK JOSEPH RYCHEL | Certified Financial Planner | SAN DIEGO, CA | WEXFORD, PA | Wexford, PA | 27 | 33 | 1 | yes |
| JEFFREY THOMAS BAGLEY | Certified Financial Planner | WEXFORD, PA | 27 | 32 | 1 | yes |
| DANIEL WAYNE COSTA | Certified Financial Planner | WEXFORD, PA | VALENCIA, PA | 27 | 32 | 1 | yes |
| RICHARD NICHOLAS MANGIERI | n/a | WEXFORD, PA | 26 | 28 | 1 | yes |
| DAVID JOSEPH WARD | n/a | WEXFORD, PA | 21 | 29 | 1 | yes |
| DANIEL JOSEPH WARD | n/a | WEXFORD, PA | 21 | 28 | 1 | yes |
| ANDY ROSS SCHINK | n/a | WEXFORD, PA | 16 | 21 | 2 | yes |
| LEO RICHARD SCALERCIO | n/a | WEXFORD, PA | SAN DIEGO, CA | Wexford, PA | 14 | 45 | 2 | yes |
| MICHAEL VINCENT WHALEN | Certified Financial Planner | WEXFORD, PA | 13 | 32 | 4 | yes |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| OSAIC FS, INC. | 2 | Jul 23, 2024 | Sep 26, 2017 | WEXFORD, PA | Team lift out | Ibd to state RIA | 1.0% |