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Advisor at ALVIN CLAY FINANCIAL ADVISORS, LLC
JENKINTOWN, 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 |
|---|---|---|---|---|---|---|
| ALVIN CLAY FINANCIAL ADVISORS, LLC | Independent wealth | Jan 14, 2025 | n/a | yes | JENKINTOWN, PA | Current employment |
| MERIDIAN WEALTH PARTNERS, LLC | Independent wealth | Apr 6, 2017 | Dec 4, 2024 | no | EAST NORRITON, PA | Previous registration |
| GREAT VALLEY ADVISOR GROUP, LLC | Independent wealth | Sep 17, 2015 | Apr 11, 2017 | no | Malvern, PA|BERWYN, PA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 28, 2010 | May 2, 2017 | no | MALVERN, PA|LIONVILLE, PA|PLYMOUTH MEETING, PA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Aug 10, 2009 | May 6, 2010 | no | SHORT HILLS, NJ|WASHINGTON, DC|PHILADELPHIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERIDIAN WEALTH PARTNERS, LLC | ALVIN CLAY FINANCIAL ADVISORS, LLC | Dec 4, 2024 | Jan 14, 2025 | 41 | Firm change | RIA to RIA |
| LPL FINANCIAL LLC | GREAT VALLEY ADVISOR GROUP, LLC | May 2, 2017 | Sep 17, 2015 | -593 | Firm change after gap | Other |
| GREAT VALLEY ADVISOR GROUP, LLC | MERIDIAN WEALTH PARTNERS, LLC | Apr 11, 2017 | Apr 6, 2017 | -5 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | LPL FINANCIAL LLC | May 6, 2010 | Oct 28, 2010 | 175 | Firm change | Other |