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Advisor at EXCALIBUR MANAGEMENT CORP
HOLDEN, MA | WALTHAM, MA
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 |
|---|---|---|---|---|---|---|
| EXCALIBUR MANAGEMENT CORP | Independent wealth | Mar 5, 2019 | n/a | yes | WALTHAM, MA|HOLDEN, MA | Current employment |
| THE HERLIHY COMPANY, INC. | n/a | Feb 4, 2004 | Dec 31, 2019 | no | WORCESTER, MA|WORCESTER, MA | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Apr 7, 2000 | Dec 9, 2003 | no | WORCESTER, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE HERLIHY COMPANY, INC. | EXCALIBUR MANAGEMENT CORP | Dec 31, 2019 | Mar 5, 2019 | -301 | Firm change after gap | Other |
| COMMONWEALTH FINANCIAL NETWORK | THE HERLIHY COMPANY, INC. | Dec 9, 2003 | Feb 4, 2004 | 57 | Firm change | Other |