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Advisor at ASPIRE WEALTH ARCHITECTS
WEXFORD, 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 |
|---|---|---|---|---|---|---|
| ASPIRE WEALTH ARCHITECTS | Independent wealth | Jul 2, 2018 | n/a | yes | WEXFORD, PA | Current employment |
| WEALTHCARE CAPITAL MANAGEMENT LLC | Independent wealth | Jul 9, 2008 | Jul 2, 2018 | no | PITTSBURGH, PA|GIBSONIA, PA|RICHMOND, VA|Wexford, PA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Nov 14, 2002 | Jul 30, 2008 | no | SEWICKLEY, PA|SEWICKLEY, PA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 31, 2000 | Sep 18, 2002 | no | PITTSBURGH, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHCARE CAPITAL MANAGEMENT LLC | ASPIRE WEALTH ARCHITECTS | Jul 2, 2018 | Jul 2, 2018 | 0 | Firm change | RIA to new firm |
| WELLS FARGO ADVISORS | WEALTHCARE CAPITAL MANAGEMENT LLC | Jul 30, 2008 | Jul 9, 2008 | -21 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Sep 18, 2002 | Nov 14, 2002 | 57 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 111119:297090:PA:2018-07-02 | Jul 2, 2018 | Jul 2, 2018 | WEXFORD, PA | Firm change |