DFX Intelligence
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Reading the graph
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Advisor at E•••••••• P••
Berwyn, PA | BERWYN, 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 |
|---|---|---|---|---|---|---|
| E•••••••• P•• | Independent wealth | Aug 28, 2025 | n/a | yes | BERWYN, PA|Berwyn, PA | Current employment |
| P•••• S••••••••• L•• | No RAUM reported | Oct 31, 2022 | May 19, 2025 | no | West Chester, PA|Newark, NJ|West Chester, PA|NEWARK, NJ |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| P•••• S••••••••• L•• | E•••••••• P•• | May 19, 2025 | Aug 28, 2025 | 101 | Firm change | Other |
| A•• I••••••••• S•••••••• I••• | P•••• S••••••••• L•• | Nov 11, 2020 | Oct 31, 2022 |
| A•• I••••••••• S•••••••• I••• | Asset manager | Apr 1, 2015 | Nov 11, 2020 | no | SHELTON, CT | Previous registration |
| P•••• A•••••••• I••• | Asset manager | Apr 20, 2012 | Mar 27, 2015 | no | MALVERN, PA | Previous registration |
| Channel change |
| Other |
| P•••• A•••••••• I••• | A•• I••••••••• S•••••••• I••• | Mar 27, 2015 | Apr 1, 2015 | 5 | Firm change | Other |