DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at EXODUS WEALTH, LLC
Mars, 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 |
|---|---|---|---|---|---|---|
| EXODUS WEALTH, LLC | Independent wealth | May 20, 2020 | n/a | yes | Mars, PA | Current employment |
| WESBANCO SECURITIES, INC. | Bd affiliated wealth | Aug 28, 2019 | Nov 6, 2019 | no | Wexford, PA|PITTSBURGH, PA|WHEELING, WV | Previous registration |
| KEY INVESTMENT SERVICES LLC | Bd affiliated wealth | Sep 21, 2016 | Aug 16, 2019 | no | Columbus, OH|CORAOPOLIS, PA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 8, 2009 | Sep 21, 2016 | no | CORAOPOLIS, PA|IMPERIAL, PA|SEWICKLEY, PA|MCKEES ROCKS, PA|SEWICKLEY, PA|FORT MILL, SC|PITTSBURGH, PA|INGOMAR, PA|ALLISON PARK, PA|PITTSBURGH, PA|CRANBERRY TOWNSHIP, PA|SEWICKLERY, PA|BRIDGEVILLE, PA|PITTSBURGH, PA|BETHEL PARK, PA|CASTLE SHANNON, PA|PITTSBURGH, PA|MCMURRAY, PA|PITTSBURGH, PA|PITTSBURGH, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WESBANCO SECURITIES, INC. | EXODUS WEALTH, LLC | Nov 6, 2019 | May 20, 2020 | 196 | Firm change | Ibd to RIA |
| KEY INVESTMENT SERVICES LLC | WESBANCO SECURITIES, INC. | Aug 16, 2019 | Aug 28, 2019 | 12 | Firm change | Ibd to ibd |
| LPL FINANCIAL LLC | KEY INVESTMENT SERVICES LLC | Sep 21, 2016 | Sep 21, 2016 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:136300:PA:2016-09-21 | Sep 21, 2016 | Sep 21, 2016 | PITTSBURGH, PA | Firm change |