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Advisor at COOKSON PEIRCE WEALTH MANAGEMENT
PITTSBURGH, 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 |
|---|---|---|---|---|---|---|
| COOKSON PEIRCE WEALTH MANAGEMENT | Independent wealth | Jul 11, 2017 | n/a | yes | PITTSBURGH, PA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 3, 2016 | Jul 3, 2017 | no | UPPER SAINT CLAIR, PA | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Sep 28, 2010 | Jul 18, 2013 | no | PITTSBURGH, PA|PITTSBURGH, PA|PITTSBURGH, PA|PITTSBURGH, PA|PITTSBURGH, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | COOKSON PEIRCE WEALTH MANAGEMENT | Jul 3, 2017 | Jul 11, 2017 | 8 | Firm change | Other |
| PNC WEALTH MANAGEMENT | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jul 18, 2013 | Mar 3, 2016 | 959 | Firm change after gap | Other |