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Advisor at SC&H WEALTH
HUNT VALLEY, MD
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 |
|---|---|---|---|---|---|---|
| SC&H WEALTH | Independent wealth | Jul 24, 2023 | n/a | yes | HUNT VALLEY, MD | Current employment |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Feb 9, 2023 | Jul 14, 2023 | no | MALVERN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | SC&H WEALTH | Jul 14, 2023 | Jul 24, 2023 | 10 | Firm change | Ibd to RIA |