DFX Intelligence
Reading the graph
Reading the graph
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Advisor at B••• M••• T•••• A•••••••• L••
Wilmington, DE | PHILADELPHIA, 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 |
|---|---|---|---|---|---|---|
| B••• M••• T•••• A•••••••• L•• | Independent wealth | Jul 6, 2023 | n/a | yes | PHILADELPHIA, PA|Wilmington, DE | Current employment |
| C••••••••• F•••••••• N•••••• | National bd RIA | Aug 2, 2016 | May 19, 2023 | no | Glen Mills, PA|KENNETT SQUARE, PA|Hockessin, DE|Middletown, DE|Wilmington, DE|Berwyn, PA|Wilmington, DE|Newtown Square, PA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| C••••••••• F•••••••• N•••••• | B••• M••• T•••• A•••••••• L•• | May 19, 2023 | Jul 6, 2023 | 48 | Firm change | Ibd to RIA |
| B•• M••••• A•••••••• I••• | C••••••••• F•••••••• N•••••• | Aug 8, 2012 | Aug 2, 2016 |
| Previous registration |
| B•• M••••• A•••••••• I••• | Bank affiliated wealth | May 19, 2008 | Aug 8, 2012 | no | MALVERN, PA | Previous registration |
| H•••••• T••••••• • K•••• L•• | Independent wealth | Aug 21, 2006 | May 8, 2008 | no | PLYMOUTH MEETING, PA|GLEN ROCK, NJ | Previous registration |
| 1,455 |
| Firm change after gap |
| Other |
| H•••••• T••••••• • K•••• L•• | B•• M••••• A•••••••• I••• | May 8, 2008 | May 19, 2008 | 11 | Firm change | Other |