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Advisor at NAV WEALTH PARTNERS
SEWICKLEY, 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 |
|---|---|---|---|---|---|---|
| NAV WEALTH PARTNERS | State registered | Nov 1, 2024 | n/a | yes | SEWICKLEY, PA | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jan 28, 2022 | Nov 7, 2024 | no | SEWICKLEY, PA|Cranberry Township, PA | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Jan 5, 2015 | Feb 3, 2022 | no | PITTSBURGH, PA|CRANBERRY, PA|PITTSBURGH, PA|MONROEVILLE, PA|PITTSBURGH, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | NAV WEALTH PARTNERS | Nov 7, 2024 | Nov 1, 2024 | -6 | Firm change | Ibd to state RIA |
| PNC WEALTH MANAGEMENT | AMERIPRISE FINANCIAL SERVICES, LLC | Feb 3, 2022 | Jan 28, 2022 | -6 | Firm change | Ibd to ibd |