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Advisor at ALIGHT FINANCIAL ADVISORS, LLC
Easton, PA | CHARLOTTE, NC
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 |
|---|---|---|---|---|---|---|
| ALIGHT FINANCIAL ADVISORS, LLC | Independent wealth | Jul 10, 2024 | n/a | yes | Easton, PA|CHARLOTTE, NC | Current employment |
| MISSIONSQUARE RETIREMENT | Bd affiliated wealth | Aug 25, 2023 | Jul 2, 2024 | no | WASHINGTON, DC|Easton, PA | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Feb 8, 2017 | Nov 16, 2018 | no | SCRANTON, PA|CAMP HILL, PA|CAMP HILL, PA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | May 11, 2016 | Aug 31, 2016 | no | COOPERSBURG, PA|ALLENTOWN, PA | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Aug 28, 2013 | Mar 28, 2016 | no | LANCASTER, PA|FLEMINGTON, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MISSIONSQUARE RETIREMENT | ALIGHT FINANCIAL ADVISORS, LLC | Jul 2, 2024 | Jul 10, 2024 | 8 | Firm change | Other |
| PRUCO SECURITIES, LLC | MISSIONSQUARE RETIREMENT | Nov 16, 2018 | Aug 25, 2023 | 1,743 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | PRUCO SECURITIES, LLC | Aug 31, 2016 | Feb 8, 2017 | 161 | Firm change | Other |
| PNC WEALTH MANAGEMENT | WELLS FARGO ADVISORS | Mar 28, 2016 | May 11, 2016 | 44 | Firm change | Other |