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Advisor at BEACON CAPITAL MANAGEMENT, INC.
DAYTON, OH | BROOMALL, 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 |
|---|---|---|---|---|---|---|
| BEACON CAPITAL MANAGEMENT, INC. | Mixed wealth | Sep 26, 2022 | n/a | yes | DAYTON, OH|BROOMALL, PA | Current employment |
| ESI FINANCIAL ADVISORS | Independent wealth | Apr 8, 2020 | Mar 30, 2021 | no | MEDIA, PA | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Jul 31, 2019 | May 7, 2020 | no | MOUNT LAUREL, NJ | Previous registration |
| CETERA ADVISOR NETWORKS LLC | Former SEC adviser | Jul 25, 2003 | Apr 2, 2004 | no | PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ESI FINANCIAL ADVISORS | BEACON CAPITAL MANAGEMENT, INC. | Mar 30, 2021 | Sep 26, 2022 | 545 | Firm change after gap | Ibd to RIA |
| VALIC FINANCIAL ADVISORS, INC. | ESI FINANCIAL ADVISORS | May 7, 2020 | Apr 8, 2020 | -29 | Firm change | Ibd to ibd |
| CETERA ADVISOR NETWORKS LLC | VALIC FINANCIAL ADVISORS, INC. | Apr 2, 2004 | Jul 31, 2019 | 5,598 | Firm change after gap | Other |