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Advisor at PATHSTONE
ENGLEWOOD, NJ | NEWTOWN SQUARE, 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 |
|---|---|---|---|---|---|---|
| Pathstone | Independent wealth | Sep 21, 2023 | n/a | yes | NEWTOWN SQUARE, PA|ENGLEWOOD, NJ | Current employment |
| VERITABLE LP | Former SEC adviser | Mar 19, 2004 | Sep 18, 2023 | no | EDGEMONT, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VERITABLE LP | Pathstone | Sep 18, 2023 | Sep 21, 2023 | 3 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 130758:151736:PA:2023-09-18 | Sep 18, 2023 | Sep 21, 2023 | EDGEMONT, PA | Firm change |