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Advisor at DISCIPLINE WEALTH SOLUTIONS, INC.
GREENVILLE, SC | MILTON, 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 |
|---|---|---|---|---|---|---|
| DISCIPLINE WEALTH SOLUTIONS, INC. | Independent wealth | Apr 29, 2024 | n/a | yes | MILTON, PA|GREENVILLE, SC | Current employment |
| ALPHASTAR CAPITAL MANAGEMENT | Independent wealth | Apr 3, 2023 | Jul 5, 2024 | no | CORNELIUS, NC|Milton, PA | Previous registration |
| ASSUREDPARTNERS INVESTMENT ADVISORS | Mixed wealth | Apr 13, 2022 | Sep 20, 2023 | no | Milton, PA|TAMPA, FL | Previous registration |
| MURRAY WEALTH MANAGEMENT | Former SEC adviser | Aug 18, 2021 | Dec 15, 2022 | no | Milton, PA | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Jan 2, 2020 | Nov 17, 2020 | no | Milton, PA|Milton, PA|Wormleysburg, PA | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Nov 1, 2017 | Feb 22, 2018 | no | Milton, PA | Previous registration |
| CORECAP ADVISORS | Bd affiliated wealth | Oct 5, 2015 | Mar 2, 2016 | no | Milton, PA|SOUTHFIELD, MI | Previous registration |
| INTEGRITY ALLIANCE, LLC | Bd affiliated wealth | Sep 1, 2009 | Sep 3, 2013 | no | DANVILLE, PA|Urbandale, IA|MILTON, PA | Previous registration |
| THE CONTE-BROWNE GROUP, LLC | n/a | Aug 24, 2006 | Dec 31, 2009 | no | CAMP HILL, PA | Previous registration |
| MUTUAL SERVICE CORPORATION | n/a | Feb 2, 2006 | Mar 13, 2007 | no | DANVILLE, PA|DANVILLE, PA | Previous registration |
| PRINCIPAL SECURITIES, INC. | Bd affiliated wealth | Feb 17, 2005 | Feb 1, 2006 | no | DANVILLE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALPHASTAR CAPITAL MANAGEMENT | DISCIPLINE WEALTH SOLUTIONS, INC. | Jul 5, 2024 | Apr 29, 2024 | -67 | Firm change after gap | RIA to RIA |
| ASSUREDPARTNERS INVESTMENT ADVISORS | ALPHASTAR CAPITAL MANAGEMENT | Sep 20, 2023 | Apr 3, 2023 | -170 | Firm change after gap | RIA to RIA |
| MURRAY WEALTH MANAGEMENT | ASSUREDPARTNERS INVESTMENT ADVISORS | Dec 15, 2022 | Apr 13, 2022 | -246 | Firm change after gap | RIA to RIA |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | MURRAY WEALTH MANAGEMENT | Nov 17, 2020 | Aug 18, 2021 | 274 | Firm change | Ibd to RIA |
| CORECAP ADVISORS | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Mar 2, 2016 | Nov 1, 2017 | 609 | Firm change after gap | Other |
| INTEGRITY ALLIANCE, LLC | CORECAP ADVISORS | Sep 3, 2013 | Oct 5, 2015 | 762 | Firm change after gap | Other |
| THE CONTE-BROWNE GROUP, LLC | INTEGRITY ALLIANCE, LLC | Dec 31, 2009 | Sep 1, 2009 | -121 | Firm change after gap | Other |
| MUTUAL SERVICE CORPORATION | THE CONTE-BROWNE GROUP, LLC | Mar 13, 2007 | Aug 24, 2006 | -201 | Firm change after gap | Other |
| PRINCIPAL SECURITIES, INC. | MUTUAL SERVICE CORPORATION | Feb 1, 2006 | Feb 2, 2006 | 1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 165323:309550:PA:2022-12-15 | Dec 15, 2022 | Apr 13, 2022 | MILTON, PA | Firm change after gap |