DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Advisor at S•••••••• A••••••••• S•••••••• L••
GREENVILLE, DE | Kennett 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 |
|---|---|---|---|---|---|---|
| S•••••••• A••••••••• S•••••••• L•• | Other adviser | Apr 25, 2022 | n/a | yes | Kennett Square, PA|GREENVILLE, DE | Current employment |
| S•••••••• C•••••• A•••••••• L•• | Former SEC adviser | Mar 13, 2020 | Dec 31, 2022 | no | Kennett Square, PA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| S•••••••• C•••••• A•••••••• L•• | S•••••••• A••••••••• S•••••••• L•• | Dec 31, 2022 | Apr 25, 2022 | -250 | Firm change after gap | RIA to new firm |