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Advisor at MERIDIAN WEALTH PARTNERS, LLC
EAST NORRITON, 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 |
|---|---|---|---|---|---|---|
| MERIDIAN WEALTH PARTNERS, LLC | Independent wealth | Apr 6, 2017 | n/a | yes | EAST NORRITON, PA | Current employment |
| HJ WEALTH MANAGEMENT LLC | Former SEC adviser | Aug 30, 2012 | Dec 7, 2017 | no | PLYMOUTH MEETING, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HJ WEALTH MANAGEMENT LLC | MERIDIAN WEALTH PARTNERS, LLC | Dec 7, 2017 | Apr 6, 2017 | -245 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 139160:287768:PA:2017-12-07 | Dec 7, 2017 | Apr 6, 2017 | PLYMOUTH MEETING, PA | Firm change after gap |