DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at DIVERSIFIED, LLC
WILMINGTON, DE | 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 |
|---|---|---|---|---|---|---|
| DIVERSIFIED, LLC | Independent wealth | Sep 26, 2025 | n/a | yes | WILMINGTON, DE|Wayne, PA | Current employment |
| CROSSGATE WEALTH ADVISORS, LLC | Independent wealth | Feb 10, 2023 | Jul 22, 2024 | no | NEWTOWN, PA | Previous registration |
| GIRARD ADVISORY SERVICES, LLC | Independent wealth | Nov 26, 2018 | Feb 2, 2023 | no | King of Prussia, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CROSSGATE WEALTH ADVISORS, LLC | DIVERSIFIED, LLC | Jul 22, 2024 | Sep 26, 2025 | 431 | Firm change after gap | RIA to RIA |
| GIRARD ADVISORY SERVICES, LLC | CROSSGATE WEALTH ADVISORS, LLC | Feb 2, 2023 | Feb 10, 2023 | 8 | Firm change | RIA to RIA |