DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at GLADSTONE WEALTH PARTNERS
PALM BEACH GARDENS, FL | Warren, PA | Erie, 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 |
|---|---|---|---|---|---|---|
| GLADSTONE WEALTH PARTNERS | Bd affiliated wealth | Jul 18, 2016 | n/a | yes | Erie, PA|PALM BEACH GARDENS, FL|Warren, PA | Current employment |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Jan 1, 2004 | Jul 12, 2016 | no | ERIE, PA|LINESVILLE, PA|ERIE, PA | Previous registration |
| J.J.B. HILLIARD, W.L. LYONS, LLC | Former SEC adviser | Jun 13, 2003 | Jan 1, 2004 | no | ERIE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PNC WEALTH MANAGEMENT | GLADSTONE WEALTH PARTNERS | Jul 12, 2016 | Jul 18, 2016 | 6 | Firm change | Other |
| J.J.B. HILLIARD, W.L. LYONS, LLC | PNC WEALTH MANAGEMENT | Jan 1, 2004 | Jan 1, 2004 | 0 | Bulk transfer | Other |