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Advisor at WICK CAPITAL PARTNERS, LLC
WAYNE, 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 |
|---|---|---|---|---|---|---|
| WICK CAPITAL PARTNERS, LLC | Independent wealth | Feb 7, 2022 | n/a | yes | WAYNE, PA | Current employment |
| BRANDYWINE OAK PRIVATE WEALTH LLC | Independent wealth | Aug 12, 2021 | Jan 12, 2022 | no | KENNETT SQUARE, PA | Previous registration |
| WICK CAPITAL PARTNERS, LLC | Independent wealth | Jan 14, 2020 | Aug 17, 2021 | no | WAYNE, PA | Previous registration |
| BRYN MAWR TRUST ADVISORS, LLC | Independent wealth | Oct 18, 2016 | Jul 2, 2019 | no | PHILADELPHIA, PA | Previous registration |
| WEST CAPITAL MANAGEMENT, INC. | Former SEC adviser | Sep 1, 2016 | Mar 30, 2017 | no | PHILADELPHIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRANDYWINE OAK PRIVATE WEALTH LLC | WICK CAPITAL PARTNERS, LLC | Jan 12, 2022 | Feb 7, 2022 | 26 | Firm change | RIA to RIA |
| WICK CAPITAL PARTNERS, LLC | BRANDYWINE OAK PRIVATE WEALTH LLC | Aug 17, 2021 | Aug 12, 2021 | -5 | Firm change | RIA to RIA |
| BRYN MAWR TRUST ADVISORS, LLC | WICK CAPITAL PARTNERS, LLC | Jul 2, 2019 | Jan 14, 2020 | 196 | Firm change | RIA to RIA |
| WEST CAPITAL MANAGEMENT, INC. | BRYN MAWR TRUST ADVISORS, LLC | Mar 30, 2017 | Oct 18, 2016 | -163 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110572:285359:PA:2017-03-30 | Mar 30, 2017 | Oct 18, 2016 | PHILADELPHIA, PA | Firm change after gap |