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Advisor at WICK CAPITAL PARTNERS, LLC
WAYNE, 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 |
|---|---|---|---|---|---|---|
| WICK CAPITAL PARTNERS, LLC | Independent wealth | Dec 21, 2018 | n/a | yes | WAYNE, PA | Current employment |
| BRYN MAWR TRUST ADVISORS, LLC | Independent wealth | Oct 17, 2016 | Jan 2, 2019 | no | PHILADELPHIA, PA | Previous registration |
| WEST CAPITAL MANAGEMENT, INC. | Former SEC adviser | Jul 8, 2002 | Mar 30, 2017 | no | PHILADELPHIA, PA|PHILADELPHIA, PA|PHILADELPHIA, PA|PHILADELPHIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRYN MAWR TRUST ADVISORS, LLC | WICK CAPITAL PARTNERS, LLC | Jan 2, 2019 | Dec 21, 2018 | -12 | Firm change | RIA to new firm |
| WEST CAPITAL MANAGEMENT, INC. | BRYN MAWR TRUST ADVISORS, LLC | Mar 30, 2017 | Oct 17, 2016 | -164 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 285359:299194:PA:2019-01-02 | Jan 2, 2019 | Dec 21, 2018 | PHILADELPHIA, PA | Firm change |
| 110572:285359:PA:2017-03-30 | Mar 30, 2017 | Oct 17, 2016 | PHILADELPHIA, PA | Firm change after gap |