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Advisor at ABUNDANCE WEALTH COUNSELORS, LLC
LEMONT, PA | STATE COLLEGE, 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 |
|---|---|---|---|---|---|---|
| ABUNDANCE WEALTH COUNSELORS, LLC | Independent wealth | Aug 3, 2022 | n/a | yes | STATE COLLEGE, PA | Current employment |
| AVAIL INVESTMENT PARTNERS, LLC | Independent wealth | Oct 8, 2021 | n/a | yes | LEMONT, PA | Current employment |
| INVESTMENT RESEARCH PARTNERS | Asset manager | Mar 29, 2021 | n/a | yes | LEMONT, PA | Current employment |
| ARIS WEALTH SERVICES INC | Former SEC adviser | Jan 30, 2009 | Jan 2, 2015 | no | STATE COLLEGE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARIS WEALTH SERVICES INC | INVESTMENT RESEARCH PARTNERS | Jan 2, 2015 | Mar 29, 2021 | 2,278 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104577:304315:PA:2015-01-02 | Jan 2, 2015 | Mar 29, 2021 | STATE COLLEGE, PA | Firm change after gap |