DFX Intelligence
Reading the graph
Reading the graph
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Advisor at C•••••• A• W••••• M•••••••••
CRANBERRY TWP., PA | GLENDALE, AZ
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 |
|---|---|---|---|---|---|---|
| C•••••• A• W••••• M••••••••• | Independent wealth | Nov 22, 2023 | n/a | yes | CRANBERRY TWP., PA|GLENDALE, AZ | Current employment |
| A• W••••• M••••••••• L•• | Bd affiliated wealth | Aug 24, 2022 | Mar 27, 2024 | no | Cranberry Township, PA|New Castle, PA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| A• W••••• M••••••••• L•• | C•••••• A• W••••• M••••••••• | Mar 27, 2024 | Nov 22, 2023 | -126 | Firm change after gap | Ibd to new firm |
| A••••••••• F•••••••• S•••••••• L•• | A• W••••• M••••••••• L•• | Jun 29, 2021 | Aug 24, 2022 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282580:328863:PA:2024-03-27 | Mar 27, 2024 | Nov 22, 2023 | NEW CASTLE, PA | Firm change after gap |
| A••••••••• F•••••••• S•••••••• L•• | National bd RIA | May 11, 2021 | Jun 29, 2021 | no | Edinboro, PA | Previous registration |
| A• W••••• M••••••••• L•• | Bd affiliated wealth | Jan 15, 2020 | Jun 8, 2021 | no | Cranberry Twp, PA|NEW CASTLE, PA | Previous registration |
| 421 |
| Firm change after gap |
| Ibd to ibd |
| A• W••••• M••••••••• L•• | A••••••••• F•••••••• S•••••••• L•• | Jun 8, 2021 | May 11, 2021 | -28 | Firm change | Ibd to ibd |