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Advisor at GIBRALTAR WEALTH MANAGEMENT, LLC
ABINGTON, 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 |
|---|---|---|---|---|---|---|
| GIBRALTAR WEALTH MANAGEMENT, LLC | Independent wealth | Oct 28, 2021 | n/a | yes | ABINGTON, PA | Current employment |
| CRESAP, INC. | Independent wealth | Oct 27, 2010 | Oct 1, 2021 | no | RADNOR, PA|RADNOR, PA | Previous registration |
| OPPENHEIMER & CO. INC. | Bd affiliated wealth | Aug 1, 2005 | Nov 4, 2008 | no | PHILADELPHIA, PA|PHILADELPHIA, PA | Previous registration |
| JANNEY MONTGOMERY SCOTT LLC | Bd affiliated wealth | Jun 25, 2005 | Sep 1, 2005 | no | BLUE BELL, PA | Previous registration |
| PARKER/HUNTER INCORPORATED | n/a | Apr 20, 2005 | Jun 25, 2005 | no | BLUE BELL, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CRESAP, INC. | GIBRALTAR WEALTH MANAGEMENT, LLC | Oct 1, 2021 | Oct 28, 2021 | 27 | Firm change | RIA to RIA |
| OPPENHEIMER & CO. INC. | CRESAP, INC. | Nov 4, 2008 | Oct 27, 2010 | 722 | Firm change after gap | Other |
| JANNEY MONTGOMERY SCOTT LLC | OPPENHEIMER & CO. INC. | Sep 1, 2005 | Aug 1, 2005 | -31 | Firm change after gap | Other |
| PARKER/HUNTER INCORPORATED | JANNEY MONTGOMERY SCOTT LLC | Jun 25, 2005 | Jun 25, 2005 | 0 | Bulk transfer | Other |