DFX Intelligence
Reading the graph
Reading the graph
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Advisor at B••••• A•••• M••••••••• L••
WYNNEWOOD, 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 |
|---|---|---|---|---|---|---|
| B••••• A•••• M••••••••• L•• | State registered | Dec 3, 2025 | n/a | yes | WYNNEWOOD, PA | Current employment |
| A•••• I••••••••• G•••• | Independent wealth | Oct 17, 2024 | May 30, 2025 | no | WAYNE, PA|Wayne, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| A•••• I••••••••• G•••• | B••••• A•••• M••••••••• L•• | May 30, 2025 | Dec 3, 2025 | 187 | Firm change | RIA to state RIA |
| E••••••• W••••• A•••••••• L•• | A•••• I••••••••• G•••• | Jun 21, 2024 | Oct 17, 2024 |
| E••••••• W••••• A•••••••• L•• | State registered | Dec 1, 2023 | Jun 21, 2024 | no | WYNNEWOOD, PA|PHOENIX, AZ | Previous registration |
| O••••••••• • C•• I••• | Bd affiliated wealth | Feb 23, 2017 | Sep 21, 2017 | no | JENKINTOWN, PA | Previous registration |
| B•• S••••••••• I••• | Independent wealth | Apr 14, 2015 | Sep 23, 2015 | no | RYDAL, PA|CHERRY HILL, NJ | Previous registration |
| V• C•••••• M••••••••• L•• | n/a | Aug 11, 2011 | May 18, 2012 | no | PHILADELPHIA, PA | Previous registration |
| M••••• S•••••• | Wirehouse | Oct 28, 2010 | Jan 10, 2011 | no | Philadelphia, PA | Previous registration |
| B••••• G•••• I••••••••• A••••••• L•• | n/a | Nov 25, 2009 | Dec 31, 2022 | no | Wyneewood, PA|WYNNEWOOD, PA | Previous registration |
| B••••• G•••• I••••••••• A••••••• L•• | n/a | Nov 25, 2009 | Dec 31, 2015 | no | RYDAL, PA | Previous registration |
| L•• F•••••••• L•• | Bd affiliated wealth | May 8, 2009 | Dec 10, 2009 | no | WAYNE, PA | Previous registration |
| P•••• A•••••••• I••• | Asset manager | Jul 17, 2008 | Jan 22, 2009 | no | MALVERN, PA | Previous registration |
| H• G• W••••••••• • C••• I••• | n/a | Jun 11, 2008 | Jun 18, 2008 | no | BOSTON, MA|BOSTON, MA|NEW YORK, NY | Previous registration |
| 118 |
| Firm change |
| Other |
| B••••• G•••• I••••••••• A••••••• L•• | M••••• S•••••• | Dec 31, 2022 | Oct 28, 2010 | -4,447 | Firm change after gap | Other |
| O••••••••• • C•• I••• | E••••••• W••••• A•••••••• L•• | Sep 21, 2017 | Dec 1, 2023 | 2,262 | Firm change after gap | Other |
| B•• S••••••••• I••• | O••••••••• • C•• I••• | Sep 23, 2015 | Feb 23, 2017 | 519 | Firm change after gap | Other |
| V• C•••••• M••••••••• L•• | B•• S••••••••• I••• | May 18, 2012 | Apr 14, 2015 | 1,061 | Firm change after gap | Other |
| M••••• S•••••• | V• C•••••• M••••••••• L•• | Jan 10, 2011 | Aug 11, 2011 | 213 | Firm change | Other |
| L•• F•••••••• L•• | B••••• G•••• I••••••••• A••••••• L•• | Dec 10, 2009 | Nov 25, 2009 | -15 | Firm change | Other |
| P•••• A•••••••• I••• | L•• F•••••••• L•• | Jan 22, 2009 | May 8, 2009 | 106 | Firm change | Other |
| H• G• W••••••••• • C••• I••• | P•••• A•••••••• I••• | Jun 18, 2008 | Jul 17, 2008 | 29 | Firm change | Other |