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Advisor at EVERMAY WEALTH MANAGEMENT, LLC
ARLINGTON, VA
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 |
|---|---|---|---|---|---|---|
| EVERMAY WEALTH MANAGEMENT, LLC | Independent wealth | Aug 13, 2013 | n/a | yes | ARLINGTON, VA | Current employment |
| UNITED BROKERAGE SERVICES INC | Bd affiliated wealth | Aug 30, 2002 | Apr 16, 2009 | no | WASHINGTON, DC|WASHINGTON, DC|VIENNA, VA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Feb 3, 1997 | Sep 11, 2002 | no | RICHMOND, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNITED BROKERAGE SERVICES INC | EVERMAY WEALTH MANAGEMENT, LLC | Apr 16, 2009 | Aug 13, 2013 | 1,580 | Firm change after gap | Other |
| UBS FINANCIAL SERVICES INC. | UNITED BROKERAGE SERVICES INC | Sep 11, 2002 | Aug 30, 2002 | -12 | Firm change | Other |