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Advisor at ALPHA FINANCIAL ADVISORS, LLC
CHARLOTTE, NC
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 |
|---|---|---|---|---|---|---|
| ALPHA FINANCIAL ADVISORS, LLC | Independent wealth | Oct 7, 2013 | n/a | yes | CHARLOTTE, NC | Current employment |
| CREDIT UNION INVESTMENT SERVICES | State registered | Jul 29, 2011 | Jul 29, 2013 | no | CHARLOTTE, NC|CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREDIT UNION INVESTMENT SERVICES | ALPHA FINANCIAL ADVISORS, LLC | Jul 29, 2013 | Oct 7, 2013 | 70 | Firm change | Other |