DFX Intelligence
Reading the graph
Reading the graph
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Advisor at C••••••••• P•••••••• R••••• C•••
Media, PA | WOODBURY, NY
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 |
|---|---|---|---|---|---|---|
| C••••••••• P•••••••• R••••• C••• | Independent wealth | Jun 1, 2026 | n/a | yes | Media, PA|WOODBURY, NY | Current employment |
| A•••• I••••••••• G•••• | Independent wealth | Jul 17, 2025 | Jun 1, 2026 | no | Wayne, PA|WAYNE, PA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| A•••• I••••••••• G•••• | C••••••••• P•••••••• R••••• C••• | Jun 1, 2026 | Jun 1, 2026 | 0 | Firm change | RIA to RIA |
| C••••••••• F•••••••• N•••••• | A•••• I••••••••• G•••• | Jun 23, 2025 | Jul 17, 2025 |
| C••••••••• F•••••••• N•••••• | National bd RIA | Jul 25, 2022 | Jun 23, 2025 | no | Berwyn, PA|Newtown Square, PA | Previous registration |
| A••••••••• F•••••••• S•••••••• L•• | National bd RIA | Mar 26, 2021 | Jul 27, 2022 | no | West Chester, PA|Indiana, PA|West Chester, PA|West Chester, PA | Previous registration |
| C••••••• S••••••••• I••• | Bd affiliated wealth | Sep 5, 2018 | Mar 29, 2021 | no | GLEN MILLS, PA|CONSHOHOCKEN, PA|KENNETT SQUARE, PA|WEST CHESTER, PA|WEST GROVE, PA | Previous registration |
| T••••• C•••••• M••••••••• L•• | Independent wealth | Nov 28, 2016 | Sep 4, 2018 | no | FORT WASHINGTON, PA | Previous registration |
| L•••••• I••••••••• | Independent wealth | Jan 15, 2015 | Oct 21, 2016 | no | MARLTON, NJ | Previous registration |
| 24 |
| Firm change |
| Ibd to RIA |
| A••••••••• F•••••••• S•••••••• L•• | C••••••••• F•••••••• N•••••• | Jul 27, 2022 | Jul 25, 2022 | -2 | Firm change | Ibd to ibd |
| C••••••• S••••••••• I••• | A••••••••• F•••••••• S•••••••• L•• | Mar 29, 2021 | Mar 26, 2021 | -3 | Firm change | Ibd to ibd |
| T••••• C•••••• M••••••••• L•• | C••••••• S••••••••• I••• | Sep 4, 2018 | Sep 5, 2018 | 1 | Firm change | RIA to ibd |
| L•••••• I••••••••• | T••••• C•••••• M••••••••• L•• | Oct 21, 2016 | Nov 28, 2016 | 38 | Firm change | Other |