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Advisor at PRIVATE WEALTH SERVICES, LLC
Cranberry Township, 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 |
|---|---|---|---|---|---|---|
| PRIVATE WEALTH SERVICES, LLC | State registered | Mar 20, 2023 | n/a | yes | Cranberry Township, PA | Current employment |
| PRIVATE WEALTH SERVICES, LLC | State registered | Dec 2, 2020 | Dec 31, 2022 | no | CRANBERRY TOWNSHIP, PA | Previous registration |
| TLG ADVISORS, INC. | Bd affiliated wealth | Sep 19, 2019 | Dec 3, 2020 | no | Pittsburgh, PA|SUMMIT, NJ|Cranberry Twp, PA | Previous registration |
| OWNERSHIP ADVISORS, INC. | n/a | May 14, 2012 | Jul 24, 2019 | no | CLEVELAND, OH | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jan 10, 2012 | Sep 4, 2018 | no | CLEVELAND, OH | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Apr 11, 2001 | Jan 15, 2004 | no | SOLON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TLG ADVISORS, INC. | PRIVATE WEALTH SERVICES, LLC | Dec 3, 2020 | Dec 2, 2020 | -1 | Firm change | Ibd to state RIA |
| OWNERSHIP ADVISORS, INC. | TLG ADVISORS, INC. | Jul 24, 2019 | Sep 19, 2019 | 57 | Firm change | Other |
| LPL FINANCIAL LLC | OWNERSHIP ADVISORS, INC. | Sep 4, 2018 | May 14, 2012 | -2,304 | Firm change after gap | Other |
| OSAIC FA, INC. | LPL FINANCIAL LLC | Jan 15, 2004 | Jan 10, 2012 | 2,917 | Firm change after gap | Other |