DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Advisor at R•• P•••••• W•••••
YORK, PA | LANCASTER, 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 |
|---|---|---|---|---|---|---|
| R•• P•••••• W••••• | Independent wealth | Dec 19, 2018 | n/a | yes | YORK, PA|LANCASTER, PA | Current employment |
| M•• S••••••••• I••• | n/a | Jul 9, 2004 | Sep 6, 2018 | no | MT. AIRY, MD|York, PA|YORK, PA|STEWARTSTOWN, PA|YORK, PA|SHREWSBURY, PA|ETTERS, PA|FAWN GROVE, PA|YORK, PA|MANCHESTER, PA|DOVER, PA|DELTA, PA|RED LION, PA|RED LION, PA|YORK, PA|YORK, PA|YORK, PA|YORK, PA|YORK, PA|YORK, PA|LANCASTER, PA|BALTIMORE, MD|York, PA|YORK, PA|BALTIMORE, MD|BALTIMORE, MD|BALTIMORE, MD|CATONSVILLE, MD|BUFFALO, NY|HAMPSTEAD, MD|WESTMINSTER, MD|SYKESVILLE, MD|WRIGHTSVILLE, PA|HANOVER, PA|HANOVER, PA|BALTIMORE, MD |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| M•• S••••••••• I••• | R•• P•••••• W••••• | Sep 6, 2018 | Dec 19, 2018 | 104 | Firm change | Other |
| W•••••• • R••• | M•• S••••••••• I••• | Aug 26, 2002 | Jul 9, 2004 |
| Previous registration |
| W•••••• • R••• | Former SEC adviser | Jan 10, 2001 | Aug 26, 2002 | no | OWINGS MILLS, MD | Previous registration |
| Firm change after gap |
| Other |