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Advisor at ORION FINANCIAL ADVISORS
VOORHEES, NJ
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 |
|---|---|---|---|---|---|---|
| ORION FINANCIAL ADVISORS | State registered | Jul 5, 2024 | n/a | yes | VOORHEES, NJ | Current employment |
| GUARDIAN SOLUTIONS | State registered | Feb 12, 2020 | Jun 4, 2024 | no | Cherry Hill, NJ | Previous registration |
| GUARDIAN SOLUTIONS | State registered | Feb 10, 2015 | Dec 31, 2019 | no | CHERRY HILL, NJ | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 30, 2011 | Nov 21, 2014 | no | PENNINGTON, NJ|NEW YORK, NY|PHILADELPHIA, PA|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GUARDIAN SOLUTIONS | ORION FINANCIAL ADVISORS | Jun 4, 2024 | Jul 5, 2024 | 31 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | GUARDIAN SOLUTIONS | Nov 21, 2014 | Feb 10, 2015 | 81 | Firm change | Wirehouse to state RIA |