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Advisor at ORION FINANCIAL ADVISORS
VOORHEES, NJ
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 |
|---|---|---|---|---|---|---|
| ORION FINANCIAL ADVISORS | State registered | May 28, 2024 | n/a | yes | VOORHEES, NJ | Current employment |
| THRIVE CAPITAL MANAGEMENT, LLC | Independent wealth | Nov 28, 2023 | Apr 26, 2024 | no | FORT WASHINGTON, PA | Previous registration |
| GUARDIAN SOLUTIONS | State registered | Aug 3, 2021 | Dec 21, 2023 | no | Cherry Hill, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THRIVE CAPITAL MANAGEMENT, LLC | ORION FINANCIAL ADVISORS | Apr 26, 2024 | May 28, 2024 | 32 | Firm change | RIA to state RIA |
| GUARDIAN SOLUTIONS | THRIVE CAPITAL MANAGEMENT, LLC | Dec 21, 2023 | Nov 28, 2023 | -23 | Firm change | Other |