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Advisor at CROSS BORDER WEALTH, LLC
Pittsburgh, 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 |
|---|---|---|---|---|---|---|
| CROSS BORDER WEALTH, LLC | Independent wealth | Dec 1, 2022 | n/a | yes | Pittsburgh, PA | Current employment |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | May 22, 2015 | Jan 19, 2022 | no | Pittsburgh, PA|Pittsburgh, PA|Pittsburgh, PA|Frisco, TX | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Jan 23, 2008 | May 5, 2015 | no | LOVES PARK, IL|ROCKY MOUNT, NC|AYDEN, NC|GOLDSBORO, NC|PITTSBURGH, PA|PITTSBURGH, PA|SPRING HOPE, NC|HENDERSON, NC|PILOT MOUNTAIN, NC|WINSTON-SALEM, NC|GREENSBORO, NC|GREENSBORO, NC|BAILEY, NC|CREEDMOOR, NC|OXFORD, NC|SELMA, AL|UNADILLA, GA|MONTEZUMA, GA|VIENNA, GA|BUENA VISTA, GA|PONTIAC, MI|PONTIAC, MI|ST. LOUIS, MO|Birmingham, MI|ST LOUIS, MO|BELLEVILLE, IL|HAZELWOOD, MO|SAINT LOUIS, MO|BENSENVILLE, IL|BLOOMFIELD HILLS, MI|PITTSBURGH, PA|FAIRFIELD, OH|COVINGTON, KY|BELLEVUE, KY|DAYTON, OH|FLORENCE, KY|ELIZBAETH, NJ|PILOT MOUNTAIN, NC|NEWARK, NJ|EAST HANOVER, NJ|FLORENCE, KY | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Nov 10, 2006 | Oct 11, 2007 | no | PITTSBURGH, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVICE AND PLANNING SERVICES | CROSS BORDER WEALTH, LLC | Jan 19, 2022 | Dec 1, 2022 | 316 | Firm change | Ibd to RIA |
| PNC WEALTH MANAGEMENT | ADVICE AND PLANNING SERVICES | May 5, 2015 | May 22, 2015 | 17 | Firm change | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | PNC WEALTH MANAGEMENT | Oct 11, 2007 | Jan 23, 2008 | 104 | Firm change | Other |