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Reading the graph
Advisor at INTERCHANGE CAPITAL PARTNERS
PITTSBURGH, 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 |
|---|---|---|---|---|---|---|
| INTERCHANGE CAPITAL PARTNERS | Independent wealth | Jun 12, 2020 | n/a | yes | PITTSBURGH, PA | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Nov 18, 2015 | Jul 6, 2020 | no | PITTSBURGH, PA | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Jun 6, 2014 | Oct 30, 2015 | no | PITTSBURGH, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | INTERCHANGE CAPITAL PARTNERS | Jul 6, 2020 | Jun 12, 2020 | -24 | Firm change | Wirehouse to new firm |
| PNC WEALTH MANAGEMENT | UBS FINANCIAL SERVICES INC. | Oct 30, 2015 | Nov 18, 2015 | 19 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:309314:PA:2020-07-06 | Jul 6, 2020 | Jun 12, 2020 | PITTSBURGH, PA | Firm change |