DFX Intelligence
Reading the graph
Reading the graph
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Advisor at W••••••••• A••••••• P••••••• L••
La Plata, MD | WEST CHESTER, 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 |
|---|---|---|---|---|---|---|
| W••••••••• A••••••• P••••••• L•• | Bd affiliated wealth | Oct 27, 2016 | n/a | yes | La Plata, MD|WEST CHESTER, PA | Current employment |
| O•••• I••••••••• I••• | Bd affiliated wealth | Jun 1, 2008 | Jun 17, 2016 | no | WALDORF, MD|Midlothian, VA|WALDORF, MD |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| O•••• I••••••••• I••• | W••••••••• A••••••• P••••••• L•• | Jun 17, 2016 | Oct 27, 2016 | 132 | Firm change | Other |
| B• I••••••••• L•• | O•••• I••••••••• I••• | Jun 1, 2008 | Jun 1, 2008 |
| B• I••••••••• L•• | n/a | Feb 21, 2007 | Jun 1, 2008 | no | WALDORF, MD | Previous registration |
| U•••• F•••••••• S••••••• G••••• I••• | n/a | Nov 7, 2005 | Mar 3, 2007 | no | WALDORF, MD | Previous registration |
| M•• S••••••••• I••• | n/a | Jul 29, 2004 | Oct 27, 2005 | no | CHEEKTOWAGA, NY | Previous registration |
| V•••• F•••••••• A•••••••• I••• | Bd affiliated wealth | Sep 15, 2003 | Jul 26, 2004 | no | GLEN BURNIE, MD | Previous registration |
| M••••• S•••••• D• I••• | n/a | Jan 30, 2001 | Feb 10, 2003 | no | WASHINGTON, DC | Previous registration |
| 0 |
| Bulk transfer |
| Other |
| U•••• F•••••••• S••••••• G••••• I••• | B• I••••••••• L•• | Mar 3, 2007 | Feb 21, 2007 | -10 | Firm change | Other |
| M•• S••••••••• I••• | U•••• F•••••••• S••••••• G••••• I••• | Oct 27, 2005 | Nov 7, 2005 | 11 | Firm change | Other |
| V•••• F•••••••• A•••••••• I••• | M•• S••••••••• I••• | Jul 26, 2004 | Jul 29, 2004 | 3 | Firm change | Other |
| M••••• S•••••• D• I••• | V•••• F•••••••• A•••••••• I••• | Feb 10, 2003 | Sep 15, 2003 | 217 | Firm change | Other |