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Advisor at VANGUARD ADVISERS, INC.
MALVERN, 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 |
|---|---|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Jan 27, 2025 | n/a | yes | MALVERN, PA | Current employment |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Nov 8, 2021 | Dec 31, 2024 | no | MALVERN, PA | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Oct 14, 2014 | Nov 1, 2018 | no | BRYN MAWR, PA | Previous registration |
| MORGAN STANLEY | Wirehouse | May 22, 2013 | Sep 19, 2014 | no | Bryn Mawr, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PNC WEALTH MANAGEMENT | VANGUARD ADVISERS, INC. | Nov 1, 2018 | Nov 8, 2021 | 1,103 | Firm change after gap | Ibd to ibd |
| MORGAN STANLEY | PNC WEALTH MANAGEMENT | Sep 19, 2014 | Oct 14, 2014 | 25 | Firm change | Other |