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Advisor at ALMANACK INVESTMENT PARTNERS
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 |
|---|---|---|---|---|---|---|
| ALMANACK INVESTMENT PARTNERS | Independent wealth | Apr 1, 2016 | n/a | yes | NEWTOWN SQUARE, PA | Current employment |
| Gadsden | Asset manager | Apr 13, 2019 | Dec 31, 2019 | no | NEWTOWN SQUARE, PA | Previous registration |
| SPIRE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Jul 20, 2015 | Mar 31, 2016 | no | NARBERTH, PA|MCLEAN, VA | Previous registration |
| ALMANACK STRATEGIES I, LLC | Former SEC adviser | Jan 9, 2015 | Mar 31, 2015 | no | WAYNE, PA | Previous registration |
| ALMANACK STRATEGIES I, LLC | Former SEC adviser | Jul 21, 2014 | Dec 31, 2014 | no | WAYNE, PA | Previous registration |
| ALMANACK STRATEGIES, LLC | Former SEC adviser | Dec 6, 2013 | Mar 27, 2014 | no | WAYNE, PA | Previous registration |
| FOREFRONT ANALYTICS, LLC | Mixed wealth | Aug 23, 2010 | Oct 8, 2013 | no | W. CONSHOHOCKEN, PA | Previous registration |
| GKFO, LLC | Independent wealth | Jul 13, 2010 | Sep 26, 2013 | no | W. CONSHOHOCKEN, PA | Previous registration |
| PICKWICK CAPITAL ADVISORS, LLC | Former SEC adviser | Jul 20, 2009 | Dec 16, 2010 | no | PHILADELPHIA, PA|WHITE PLAINS, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Gadsden | n/a | Dec 31, 2019 | n/a | n/a | Departure no registered destination | Departure |
| SPIRE WEALTH MANAGEMENT, LLC | ALMANACK INVESTMENT PARTNERS | Mar 31, 2016 | Apr 1, 2016 | 1 | Firm change | Other |
| ALMANACK STRATEGIES I, LLC | SPIRE WEALTH MANAGEMENT, LLC | Mar 31, 2015 | Jul 20, 2015 | 111 | Firm change | Other |
| ALMANACK STRATEGIES, LLC | ALMANACK STRATEGIES I, LLC | Mar 27, 2014 | Jul 21, 2014 | 116 | Channel change | Other |
| FOREFRONT ANALYTICS, LLC | ALMANACK STRATEGIES, LLC | Oct 8, 2013 | Dec 6, 2013 | 59 | Firm change | Other |
| GKFO, LLC | FOREFRONT ANALYTICS, LLC | Sep 26, 2013 | Aug 23, 2010 | -1,130 | Firm change after gap | Other |
| PICKWICK CAPITAL ADVISORS, LLC | GKFO, LLC | Dec 16, 2010 | Jul 13, 2010 | -156 | Firm change after gap | Other |