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Advisor at Q3 ADVISORS, LLC
Langhorne, 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 |
|---|---|---|---|---|---|---|
| Q3 ADVISORS, LLC | No RAUM reported | Mar 19, 2025 | n/a | yes | Langhorne, PA | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 18, 2023 | Mar 3, 2025 | no | WARRINGTON, PA | Previous registration |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Sep 14, 2021 | May 30, 2023 | no | Malvern, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Q3 ADVISORS, LLC | Mar 3, 2025 | Mar 19, 2025 | 16 | Firm change | Other |
| VANGUARD ADVISERS, INC. | FIDELITY PERSONAL AND WORKPLACE ADVISORS | May 30, 2023 | Jul 18, 2023 | 49 | Firm change | Ibd to ibd |