DFX Intelligence
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Reading the graph
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Advisor at F•••• F•••••••• A••••••• G•••• L••
PHILADELPHIA, 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 |
|---|---|---|---|---|---|---|
| F•••• F•••••••• A••••••• G•••• L•• | State registered | Jul 30, 2026 | n/a | yes | PHILADELPHIA, PA | Current employment |
| W•••• F•••• A••••••• | Wirehouse | Feb 16, 2024 | Jun 12, 2026 | no | PHILADELPHIA, PA|CONSHOHOCKEN, PA|PHILADELPHIA, PA|PHILADELPHIA, PA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| W•••• F•••• A••••••• | F•••• F•••••••• A••••••• G•••• L•• | Jun 12, 2026 | Jul 30, 2026 | 48 | Firm change | Wirehouse to state RIA |
| M••••• S•••••• | W•••• F•••• A••••••• | Feb 27, 2024 | Feb 16, 2024 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:19616:PA:2024-02-20 | Feb 27, 2024 | Feb 16, 2024 | PHILADELPHIA, PA | Firm change |
| M••••• S•••••• | Wirehouse | Feb 2, 2011 | Feb 27, 2024 | no | PHILADELPHIA, PA|Philadelphia, PA | Previous registration |
| A••••••••• F•••••••• S•••••••• L•• | National bd RIA | Aug 9, 2000 | Feb 24, 2003 | no | WILMINGTON, DE | Previous registration |
| -11 |
| Firm change |
| Wirehouse to wirehouse |
| A••••••••• F•••••••• S•••••••• L•• | M••••• S•••••• | Feb 24, 2003 | Feb 2, 2011 | 2,900 | Firm change after gap | Ibd to wirehouse |