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Advisor at JFS WEALTH ADVISORS, LLC
Mechanicsburg, 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 |
|---|---|---|---|---|---|---|
| JFS WEALTH ADVISORS, LLC | Independent wealth | Jan 25, 2023 | n/a | yes | Mechanicsburg, PA | Current employment |
| WHEATLAND ADVISORS INC | Former SEC adviser | Sep 24, 2019 | Aug 17, 2020 | no | LANCASTER, PA | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Sep 10, 2013 | Jun 19, 2017 | no | DILLSBURG, PA|HERSHEY, PA|CAMP HILL, PA|CAMP HILL, PA|HANOVER, PA|MECHANICSBURG, PA|MECHANICSBURG, PA|GETTYSBURG, PA|GETTYSBURG, PA|SCRANTON, PA|Camp Hill, PA|BETHLEHEM, PA|CAMP HILL, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WHEATLAND ADVISORS INC | JFS WEALTH ADVISORS, LLC | Aug 17, 2020 | Jan 25, 2023 | 891 | Firm change after gap | RIA to RIA |
| PNC WEALTH MANAGEMENT | WHEATLAND ADVISORS INC | Jun 19, 2017 | Sep 24, 2019 | 827 | Firm change after gap | Other |